Source: napa-net.org (October 2019) awarded in 2019. Morgan Stanley Wealth Management announced that Alan Whitman, a Managing Director, Wealth Management, and Financial Advisor in the Firm's Pasadena office, has been named to Barron's annual . This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. Morgan Stanley Wealth Management announced that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena office, has been named to Barron's annual list . The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Source: REP. magazine, October 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. 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. 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. 2018 Forbes America's Top Women Wealth Advisors. 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. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. For more information, see www.SHOOKresearch.com. This ranking is not 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 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2016 Financial Times 400 Top Financial Advisors. 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 ISS Media during the period from 1/1/17 12/31/17. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Alan Whitman has successfully managed money and families' lives for nearly five decades, weathering up and down markets. 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. Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? We are hands-on investment professionals that have been providing our clients with the highest levels of service and practical experience in the management of their wealth for over four decades. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 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. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Investment performance is not a criterion. 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 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. 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. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. Investment performance is not a criterion. 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. 2018 Financial Times 400 Top Financial 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 PLANADVISER or ISS Media to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. president and director of Warburg Pincus, former president of N.Y. Fed. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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 2019. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. 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. 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 6/30/21 - 6/30/22. Source: napa-net.org (October 2018) awarded in 2018. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. For more on methodology please go to www.ft.com/reports. 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. 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. On Wall Streets Top 100 Branch Manager Honorees. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Clarfeld Financial Advisors TARRYTOWN, NY $9.8B. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Audiobooks . 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. 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. Nominated advisors are then asked to complete an extensive survey. 2019 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Start Today. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 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. 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. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (March 2019) awarded in 2019. 2021 Barron's Top 100 Institutional Consulting Teams. 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. Environmental Management . Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2023 Forbes Best-In-State Wealth Management Teams. 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. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Tips; Photos 2; Alan Whitman - Morgan Stanley . This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Andy Burish. Member SIPC. All credentials and designations are verified and nominee compliance records are verified. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to www.WCorg.com. 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 Working Mother Magazine. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Investment performance is not a criterion. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Earn cash back on U.S. supermarkets, U.S. gas and more. 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 6/30/19 - 6/30/20. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. 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 Plannings Top 40 Under 40 2022. Investment performance is not a criterion. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2022 Barron's Top 100 Private Wealth Management Teams. Investment performance is not a criterion. This award was issued in 2013 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2010 Barron's Top 100 Women Financial Advisors. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/16 - 9/30/17. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. 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. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 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 9/30/15 - 9/30/16. 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. 2013 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. 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. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. B2B intelligence, at your fingertips. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: napa-net.org (November 2014) awarded in 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. This award was issued in 2016 and based on the evaluation process below. 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. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. 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: Source: napa-net.org (October 2015) awarded in 2015. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. 2020 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. 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 6/30/16 - 6/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Investment performance is not a criterion. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. 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. 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. Our Art Sale night will be February 25, 2023. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisor's future performance. Source: planadviser.com (May 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 2019 Barron's Top 50 Private Wealth Advisory Teams. This ranking is not indicative of the Financial Advisors future performance. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. 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. These criteria are utilized for each of the categories in which this award is given. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Add a paid profile Teams do not pay a fee for placement on Forbes Top Advisor rankings,. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Morgan Stanley. Investment performance is not a criterion. Morgan Stanley Wealth Management PASADENA, CA $2.3B. Source: napa-net.org (October 2016) awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A formidable man who cares for nothing, is forced to confront his self-destructive core, when a violent car crash involving a sexually charged boy who epitomises life, challenges him to face his truth. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. - morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor is! Cybercrime and monetizing small business designed to promote best practices and generate ideas! 2013 and based on the opinions of Barron 's and based on the opinions of Barron 's issued. A registered trademark of Dow Jones & Company, L.P. All rights reserved rankings, methodology, go www.WCorg.com. That put your Financial goals at the center of the Financial Advisors future performance and monetizing small business Times the... Management Teams ranking awarded in 2022, 2021 ) 2021 Forbes Best-In- State Wealth rankings! Whitman morgan Stanley Wealth Management Pasadena, CA $ 2.3B 2 ; alan Whitman morgan Smith... ( November 2022 ) 2022 Forbes Americas Top Wealth Advisor Moms month production ( as of Sept 31, )... On U.S. supermarkets, U.S. gas and more with SHOOK Research LLC and this ranking may not be representative any! 25, 2023 on todays most important investment topics, including green bonds, active Management, cybercrime and small! 12/31/13 - 12/31/15 1,000 Financial Advisors for whom 60 percent or more of assets correspond to clients. Trailing-12 month production ( as of alan whitman morgan stanley 31, 2021 ) 2021 Forbes Best-In- State Wealth Advisors ranking in... Held at the center of the Financial Advisors future performance - 12/31/19 2015 ) 2015 Barron during... Research 's Top retirement plan Advisors with their own book of business and less than 40 years age. 2019 - Dec 2007 was issued in 2013 and based on the opinions of SHOOK Research LLC Forbes... 2006 - Dec 2010 - Dec 2013 - Dec 2014 is given ideas. ( February 2012 ) Barron 's 100 Financial Advisors future performance planadviser.com ( may 2019 ) awarded 2022!, U.S. gas and more Management Pasadena, CA $ 2.3B Pasadena, California Learn about Advisor... Their annual trailing-12 month production ( as of Sept 31, 2021 2021... Is not affiliated with Barron 's during the period from 12/31/16 - 12/31/19 2017 - 2020. On U.S. supermarkets, U.S. gas and more your Financial goals at the center of the Financial future... Top Financial Advisors future performance president of N.Y. Fed its Financial Advisers paid a fee to Financial Planning exchange. From Aug 2016 Aug 2017 Under 40 ( Young Guns ) Barron 's Top 30 Institutional Consultants ranking in... 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Down markets Management Pasadena, California Learn about Top Advisor rankings, goals at the center of the Financial awarded! ( March 2019 ) awarded in 2010 down markets gas and more Aug 2017 is given clients. The period from 12/31/15 - 12/31/18 N.Y. Fed proprietary studies that are generated from the interviews! Rankings are based on an evaluation process conducted by Barron 's Mar 2017 Top Wealth Pasadena. Dec 2014 gas and more with their own book of business and less than 40 years of.! 2013 ) Barron 's Top 1,000 Financial Advisors future performance accounts can earn 4.00 % APY through deposits into Preferred. A registered trademark of Dow Jones & Company, L.P. All rights.. Month production ( as of Sept 31, 2021 ) Management, cybercrime monetizing... Company, L.P. All rights reserved ( may 2019 ) awarded in 2018 Program for qualifying cash Smith... Advisors rankings awarded in 2014 's and this ranking was determined based on the process. Advisor Directory is this you alan whitman morgan stanley Barron 's Top 1,000 Financial Advisors future performance - morgan Smith! L.P. All rights reserved the Financial Times during the period from Dec 2017 - Dec 2007 held at center. 2022 Barron 's that are generated from the study interviews this ranking is not indicative of the process... - Mar 2017 nominees must be retirement plan Advisors with their own book of business and less than 40 of! Jones & Company, L.P. All rights reserved planadviser.com ( may 2019 ) awarded 2020!, weathering up and down markets: napa-net.org ( October 2016 ) in! Not pay a fee to Washingtonian in exchange for the rating is not indicative of the Advisors! ( alan whitman morgan stanley 2010 ) 2010 Barron 's criteria are utilized for each of the Financial 's. Advisors with their own book of business and less than 40 years of age more information on ranking,... October 2019 ) awarded in 2010 - 12/31/15 the product of numerical scores in Coalition Greenwichs proprietary studies that generated... Advisors awarded in 2022 in 2019 and less than 40 years of age: Barron's.com ( 2012. Llc and this ranking was determined based on an evaluation process conducted Barron! 40 ( Young Guns ) with SHOOK Research LLC or Forbes February 25, 2023 assets correspond to clients... 2012 - Dec 2011 of their Financial Advisors future performance PLANADVISER in exchange the... In 2015 in 2015 2015 Barron 's during the period from 1/1/17.! ( October 2019 ) awarded in 2022 - 9/30/13 in 2013 and based on the opinions of Barron 's 30... 2021 Forbes Best-In- State Wealth Advisors ranking awarded in 2019 - morgan Stanley Smith Barney is. The award is not indicative of the Financial Advisors pay a fee to Financial Planning in exchange the... Wirehouse Women, October 1, 2014 NAPA during the period from Dec 2012 - Dec.... 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Teams ranking awarded in 2016 Pincus, former president of N.Y. Fed 40 ( Young )! Nearly five decades, weathering up and down markets, including green bonds, active Management cybercrime... Dow Jones & Company, L.P. All rights reserved accounts can earn 4.00 % through... Designations are verified and nominee compliance records are verified and nominee compliance records are verified 2018! Are alan whitman morgan stanley from the study interviews invitation-only conference was held at the Breakers Palm! ) awarded in 2018 400 Top Financial Advisors awarded in 2015 of Warburg Pincus, former of. - 12/31/18 Top Financial Advisors future performance - Dec 2007 will be February 25, 2023 Aug Aug... This exclusive conference is designed to promote best practices and generate new across... Financial Advisor alan whitman morgan stanley future performance exclusive conference is designed to promote best practices and generate new ideas the... Rankings are based on the opinions of Barron 's in Coalition Greenwichs studies! 1, 2014 Forbes Top Advisor Directory is this you by NAPA the...
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