2018 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 the Financial Times during the period from 6/30/15-6/30/17. Investment performance is not a criterion. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Investment performance is not a criterion. // 2010&&document.write(new Date().getFullYear()); This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 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. 2019 Financial Times 401 Top Retirement Advisors. Investment performance is not a criterion. Source: planadviser.com (May 2019) awarded in 2019. 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 1/1/15 12/31/15. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. 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. Friday, January 1st, 2021 Monday, January 18th, 2021 Monday, February 15th, 2021 Friday, April 2nd, 2021 Monday, May 31st, 2021 Monday, July 5th, 2021 Monday, September 6th, 2021 Investment performance is not a criterion. Source: planadviser.com (May 2022) awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. JULIA More than 60% of Americans believe climate change is happening, but only a fraction of them actually say that climate change is directly impacting them. 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. This ranking is not indicative of the Financial Advisors future performance. REP. Magazine Top 50 Wirehouse Women 2014. Source: planadviser.com (May 2017) awarded in 2017. 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