Barron’s Magazine is a respected financial magazine published by Dow Jones. Many professionals in the finance sector use Barron’s as a resource to help learn about market trends and gain information for use in building client portfolios. The magazine’s yearly designation of top financial advisors takes several factors into consideration when determining which professionals will rank on both state and national levels.
Any advisor who wishes to receive consideration for the honor must first complete a detailed online survey about his or her professional work within a given year. Once an application has been accepted, the data provided by the advisor is verified via regulatory databases, consultations with securities firms, and conversations with the advisor. The rankings are decided based on three core factors, including the amount of revenue produced, total assets managed, and the overall quality of the professional’s practice.