Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. Barron’s Magazine Hall of Fame Inductee – Ron Carson, Octoissue. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. This recognition should not be construed as an endorsement of the advisor by any client. Listing in this publication is not a guarantee of future investment success. InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factorslike revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. There is no assurance that any investment strategy will be successful.įorbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). All investing involves risk, including the possible loss of principal. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. It may not be used for the purpose of avoiding any federal tax penalties. The information in this material is not intended as tax or legal advice. The content is developed from sources believed to be providing accurate information. An advisor’s ranking on this list does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Investopedia 100 Top Financial Advisors of 2021: Awarded to Ron Carson. This award is in reference to the CWM RIA and is not related or affiliated with Cetera.Ĥ. Ron is a non-registered associate of Cetera Advisor Networks.ģ. Any information provided by Jamie is in no way related to Cetera Advisor Networks LLC or its registered representatives.Ģ. Jamie is not affiliated or registered with Cetera Advisor Networks LLC.
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