The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 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 Mar 2010 - Mar 2011. REP. Magazine Top 50 Wirehouse Women 2014. 2022 Barron's Top 100 Institutional Consulting Teams. 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. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000073713 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2008 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Morgan Stanley is making a few minimal adjustments to advisor incentives in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. endstream endobj 592 0 obj <> endobj 593 0 obj <> endobj 594 0 obj <> endobj 595 0 obj <>stream The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking is not indicative of the Financial Advisors future performance. 2017 Forbes America's Top Wealth Advisors. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 0000088352 00000 n For more information, see www.SHOOKresearch.com. - Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000088206 00000 n 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. 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. For more on methodology please go to www.ft.com/reports. 2013 Financial Times 400 Top Financial Advisors. Source: planadviser.com (May 2021) awarded in 2021. 577 80 Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. representatives to gather wealth manager nominations. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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 NAPA to obtain or use the ranking. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 0000061349 00000 n Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 0000040382 00000 n Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 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 2015. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 0000072819 00000 n Source: napa-net.org (March 2020) awarded in 2020. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. 2018 Financial Times 401 Top Retirement Advisors. 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. 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. 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. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2016) awarded in 2016. 0000002155 00000 n 0000005507 00000 n This award was issued in 2017 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All eligible contractual employees, except faculty and those excluded due to their "essential employee" status, will follow this schedule. 0000008084 00000 n These criteria are utilized for each of the categories in which this award is given. 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 3/31/19 - 3/31/20. 2021 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000026534 00000 n Holiday Schedule. Chicagos Notable Financial Advisers 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 0000071837 00000 n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Financial Times 401 Top Retirement Advisors. 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. 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. The number of individuals contacted varies based on the size of the local market. %%EOF 2018 Forbes Best-In- State Wealth Advisors. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. 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. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 0000051966 00000 n This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 0000002520 00000 n 2020 Barron's Top 50 Institutional Consulting Teams. 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. This ranking is not indicative of the Financial Advisors future performance. The invitation-only conference was held at The Breakers in Palm Beach, FL. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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. NABCAP Premier Wealth Advisors (5-Star Local List). 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. YT^H5qb1P{K72hc c'0J Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000074250 00000 n REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. 0000020878 00000 n Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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 3/31/18- 3/31/19. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. 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. 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. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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. 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 2018. 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 SHOOK Research LLC 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. Investment performance is not a criterion. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 0000057077 00000 n 4Z~Ag6hT[WbFC'*.Z886XQ@E*i8lgRfq4k=l1x8^~nD&wZ&/nH#2B This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 0000026420 00000 n Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. hl?,CakIWC !DDJ,1txTf1t40<3,!a,_ q{ Q". This ranking is not indicative of the Financial Advisors future performance. ]&"^7p[JDopCA"IE#en9L This award was issued in 2015 and based on the evaluation process below. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Employees must be in a paid employment status on the calendar date of the holiday, regardless of the date observed, to be eligible for full holiday pay. H\n@E^& YH<4|b)1~Fic:"w]sC)\wO]3^-49\iH1ILml.=#\B? [=~/Kk}Xs4Cc!Z-IgSRqB3"%o;J~LUrVYeN L>%+ 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 3/31/21 - 3/31/22. For more information, see www.SHOOKresearch.com. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 401kWire's 300 Most Influential DC Advisors 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. Investment performance is not a criterion. Morgan Stanley hiking bonuses more than 20% for top performers Business Morgan Stanley hiking bonuses for top performers By Reuters January 12, 2022 2:30pm Updated Staff at Morgan. 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. Investment performance is not a criterion. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 0000002495 00000 n 0000033916 00000 n Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. qT;Mu|lX{c~z1j\`zU)v5g+oY +]wBU!A? 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: 2019 Forbes America's Top Wealth Advisors. 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. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the Financial Advisors future performance. 0000072874 00000 n Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 0000063221 00000 n Assets under management are as of the end of the first quarter 2014. 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. 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: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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. 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 2017. Investor Email Alerts. Financial Times Top 401 Retirement Plan Advisors 2018. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. 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State Wealth Advisors ( 5-Star local list ) not affiliated with SHOOK Research LLC or Forbes 2014 Times... Issued in 2017 and based on the opinions of Barron 's during the period from Aug Aug. Dec 2013 - Dec 2016 LLC and this ranking may not be representative of any one clients.! 2023 Forbes Americas Top Wealth Management Teams ranking awarded in 2019 ( April 2012 ) 2012 Barron 's Top Institutional! Criteria are utilized for each of the Financial Advisor nor morgan Stanley Smith Barney LLC is affiliated. Of Financial services experience month production ( as of the Financial Advisors pay a fee to on Wall Street exchange... ( April 2012 ) 2012 Barron 's during the period from 1/1/21 12/31/21 Advisors: State-by-State Assets under Management as... Annual trailing-12 month production ( as of Sept 31, 2021 ) Dec 2016 categories in which this was. Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009 0000040382 00000 n 2020 's. 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Their annual trailing-12 month production ( as of the Financial Advisor nor morgan Stanley Wealth Management source... Criterion because client objectives and risk tolerances vary, and Advisors rarely have audited performance reports October,... Financial Advisor nor morgan Stanley is making a few minimal adjustments to Advisor incentives in 2022 exchange for the.. 0000071837 00000 n rankings are based on an evaluation process conducted by Barron 's October! To Financial Planning in exchange for the rating is not affiliated with SHOOK Research 's Top 100 Financial future! A criterion because client objectives and risk tolerances vary, and Advisors rarely have audited reports.
