Over the course of his career as a private wealth management executive, Gary Fournier has continually ranked high in his profession. In 2014, Gary Fournier earned a place among the top 100 advisors in California, according to Barron’s. And in both 2014 and 2015, he was listed among the top 1,200 advisors nationwide. A widely recognized industry publication, Barron’s publishes four financial advisor rankings each year.
Barron’s begins the ranking process by collecting advisor data from a wide variety of sources, from regulatory databases and conversations with individual advisors to cross-checks with securities firms. The ranking methodology, which includes core components such as revenue produced and assets managed, provides a holistic view of the advisor’s overall quality of practice. Because the risk tolerance of clients plays such a major role in returns, total investment returns are not considered during the ranking process. Interested individuals can submit their data for ranking by completing a comprehensive online survey.
Barron’s begins the ranking process by collecting advisor data from a wide variety of sources, from regulatory databases and conversations with individual advisors to cross-checks with securities firms. The ranking methodology, which includes core components such as revenue produced and assets managed, provides a holistic view of the advisor’s overall quality of practice. Because the risk tolerance of clients plays such a major role in returns, total investment returns are not considered during the ranking process. Interested individuals can submit their data for ranking by completing a comprehensive online survey.