Financial Services - , Illinois, United States
This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, & WA only.*2019 Barron's Top 1,200 Advisors. Source: Barron's "Top 1,200 Advisors," March 11, 2019, as identified by Barron's magazine, rankings based on data provided by thousands of advisors. Factors included in rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.2019 Barron's Top 100 Independent Financial Advisors. Rankings based on data provided by thousands of advisors. Factors included in rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.**2019 Forbes Best In State Wealth Advisors. Source: Forbes.com (Feb 2019). Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings. Ranking algorithm includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. SHOOK Research, LLC does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information: www.SHOOKresearch.com.2019 Forbes Top 250 Wealth Advisors. Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
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