Awards

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Investopedia

Top 100 Financial Advisors
2020
Mark Hebner

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Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor's published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2020 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor. Read More

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Financial Planning

Top 150 RIA Leaders
2020

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Rankings are based on discretionary and nondiscretionary assets under management listed on SEC Form ADV as of May 1, 2020. For this ranking of independent, fee-only planning firms, firms that take commissions or retain broker-dealer or insurance company affiliations are excluded. To capture the firms that primarily offer holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. RIA in a Box compiled the rankings. Read More

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CNBC

CNBC Top 100 Financial Advisors
2020

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The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More

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Barron's

Top Financial Advisors in California 2020
Mark Hebner

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The rankings are based on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Read More

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CNBC

CNBC Top 100 Financial Advisors
2019

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The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More

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Financial Times

Top 300 RIAs
2019
$1 Billion and Over
Asset Category

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Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility. Read More

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Barron's

Top Financial Advisors in California 2019
Mark Hebner

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The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Read More

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Financial Advisor Magazine

Top 275 RIAs
2018

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Members of this list are ranked by total assets under management, must be independent registered investment advisors and file their own ADV statement with the SEC. Firms must have at least $50 million in assets under management as of December 31, 2017 and they must provide financial planning and related services to individual clients. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this ranking. Read More

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Financial Times

Top 300 RIAs
2018

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Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility. Read More

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Financial Planning

Top RIA Leaders 2017

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Members of the list include RIA Firms from the Top 150 list and are ranked based on client accounts (excluding broker-dealers and insurance companies). Read More

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Financial Advisor Magazine

Top 100 RIAs
2016

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Members of this list were assembled using data from RIA Database and are ranked by Discretionary and nondiscretionary AUM and number of clients as reported on the SEC Form ADV. Read More

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Financial Times

Top 300 RIAs
2016

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Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility. Read More

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Financial Planning

Top 150 RIA Firms 2016

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Members of this list were assembled using data from RIA Database and are ranked by Discretionary and nondiscretionary AUM and number of clients as reported on the SEC Form ADV. Read More

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Wealth
Management.com

Top 100 RIAs
2015

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Members of this list were assembled using data from Discovery Data and ranked based on discretionary and nondiscretionary assets under management. To capture independent fee-only planning firms, firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients are included. Read More

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Financial Advisor Magazine

Top 100 RIAs
2015

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Members of this list were assembled using data from Meridian-IQ and are ranked by total assets under management. Firms must have a focus on financial and retirement planning for individual and high-net-worth clients, institutional clients must not make up a substantial portion of businesses, and firms must not be owned by a bank, broker/dealer or investment company. Read More

All rankings are not representative of client experience and not representative of future performance.