Barron’s Top 100 RIA Firms
Barron’s Top 100 RIA Firms is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. 2023 ranking awarded in September 2023 based on prior 12 month data.
Forbes America’s Top RIA Firms
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. 2023 ranking awarded in October 2023 based on data from 3/31/22-3/31/23.