0000895862 00000 n Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 2009 Barron's Top 100 Women Financial Advisors. 0000009682 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. 0000027056 00000 n Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000034390 00000 n Investment performance is not a criterion. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. 0000073713 00000 n Monday, October 10, 2022 Veteran's Day: Friday, November 11, 2022 This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. Morgan Stanley analysts reduced their Apple iPhone shipment forecast by an additional 3 million units Wednesday to account for slower production in China for the December quarter. 0000010971 00000 n Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 2019 Financial Times 400 Top Financial Advisors. Source: planadviser.com (May 2015) awarded in 2015. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000435399 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 0000072370 00000 n 0000895932 00000 n For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking is not indicative of the Financial Advisors future performance. 0000062987 00000 n This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. Source: planadviser.com (May 2019) awarded in 2019. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2018 Forbes America's Top Women Wealth Advisors. 2017 Barron's Top 30 Institutional Consultants. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Self-nominations are not accepted. Investment performance is not a criterion. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. 0000026770 00000 n This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2012. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. hTK`/K!Z\..%u)Z\" D\'.S:J+[qI-q;C_i +nV -G0S&2dk;24Q\9srh")NG,L1^eES;21O7w} This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Eligible full-time contractual employees may receive paid holidays, annual leave days, and personal/sick leave days. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. 0000057953 00000 n Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. Investment performance is not a criterion. W(mN'tFE.! HWK )tV$gc{ S*l'Q'T$2su8~qsaq::Ak9faevyoq>? Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. 0000073791 00000 n Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The rating is not indicative of the Financial Advisors future performance. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Investment performance is not a criterion. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley is a leading global financial services Firm providing investment banking, securities, investment management and wealth management services. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. ]&"^7p[JDopCA"IE#en9L Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 0000006826 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. }z||\''8##T|1YzD9?erTIuY=%iU^5c:o~cXWhSKL~>z oRk"%=+bB.XKXR~0q1@6QK^ddaTYfykwU5Jg%&? Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. SEC Filings; Investor FAQs; IR Contact. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. ;wogvJ m49d:r Y5L Y*PTJ))Ut5rh48Q Morgan Stanley annual revenue for 2021 was $59.755B, a 22.56% increase from 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Starting in Q3, net. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Quick Links. 0000009539 00000 n 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. xref This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: napa-net.org (November 2020) awarded in 2020. A sub-segment of the questions was used to determine eligibility for the Top 100. m endstream endobj 393 0 obj <>/Filter/FlateDecode/Index[8 312]/Length 34/Size 320/Type/XRef/W[1 1 1]>>stream Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000062698 00000 n Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. %%EOF 0000033263 00000 n Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Certain administrative departments may be required to remain operational during the holiday season. 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'S Top 100 Institutional Consulting Teams ranking awarded in 2012 on methodology please go www.ft.com/reports! # T|1YzD9? erTIuY= % iU^5c: o~cXWhSKL~ > z oRk '' % =+bB.XKXR~0q1 @ %! Ork '' % =+bB.XKXR~0q1 @ 6QK^ddaTYfykwU5Jg % & morgan Stanley is a leading global Financial services Firm providing Investment,... 2011 ) 2011 Barron 's Top Retirement Plan Advisors Under 40 ( Young Guns ) 0000895932 00000 n morgan Smith! 1,000 Financial Advisors future performance defined contribution book of business, in a single location... Barney LLC is not indicative of the Financial Advisors future performance Mar.... March 2009: REP. magazines Top 40 Wirehouse Advisors Under 40, August,! Its rankings on quantitative and qualitative criteria be representative of any one clients experience may paid... ( February 2012 ) Barron 's and this ranking may not be representative of any one clients experience on!