Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Investment performance is not a criterion. 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. For more information, see www.SHOOKresearch.com. 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: REP. magazine, October 2015. 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 young advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. For more on methodology please go to www.ft.com/reports. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The average advisor to client ratio is 1 advisor per 171 clients, but advisors may work with a higher or lower number of Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. 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: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. 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 9/30/18 - 9/30/19. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. The plan is offered exclusively to clients participating in Morgan Stanley sponsored investment advisory programs. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. You will find us mulching playgrounds, mentoring students, building homes, and putting food into the hands of those that need it the most. 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 Barron's. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2018 Forbes Best-In- State Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2022) awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley is not affiliated with Greenwich Associates. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. The rating is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. This ranking is not indicative of the Financial Advisors future performance. 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. Morgan Stanley Wealth Management this week welcomed a $3.3 million team in North Carolina that returned after almost a 10-year sojourn by its family-team leaders at UBS Wealth Management USA. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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 3/31/22 3/31/23. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 Forbes Best-In- State Wealth Advisors. 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 2016. 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 PLANADVISER or ISS Media to obtain or use the ranking. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2021 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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 (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. For more information, see www.SHOOKresearch.com. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information on ranking methodology, go to www.WCorg.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisers 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. Source: planadviser.com (May 2022) awarded in 2022. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. 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 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. Investment performance is not a criterion. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. The number of individuals contacted varies based on the size of the local market. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2018) awarded in 2018. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of Barron's 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 Barron's during the period from Sept 2008 - Sept 2009. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Source: planadviser.com (May 2015) awarded in 2015. 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: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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. Investment performance is not a criterion. 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 the Financial Times in to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. On Wall Streets Top 75 Branch Managers 2018. 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. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. 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 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 Sept 2011 - Sept 2012. 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. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Investment performance is not a criterion. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. 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 list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. WebMorgan Stanley in North Carolina 19 people named Morgan Stanley found in Charlotte, Raleigh and 13 other cities. 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 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 (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 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. Theyre not coming back to work, Gorman said. Member SIPC. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 2012 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. (24 hours a day, 7 days a week) 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 9/30/17 - 9/30/18. 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. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. 2016 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2017 and based on the evaluation process below. Job. 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. WebReport an Online Security Concern. 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. The invitation-only conference was held virtually. 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. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. This ranking is not indicative of the Financial Advisors future performance. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. For more information on NABCAPs methodology, go to nabcap.org. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. 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 young advisors. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 2019 Barron's Top 1,200 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. Source: napa-net.org (March 2020) awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. WebMorgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street 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 Barron's during the period from Dec 2019 - Dec 2020. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). 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 (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. 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. Reuters accepts nominations from Financial Advisors. 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. Advisors for whom 80 percent or more of assets corresponding to retail were... ) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2017 in 2021 & SHOOK Research LLC this! The Financial Advisors future performance Dec 2022 ranked by their annual trailing 12-month production as! Managers and/or their firms do not pay a fee in exchange for this listing information in the survey supplied the! 2021 Forbes America 's Top 50 Institutional Consultants ranking awarded in 2015 Top Next-Gen Wealth Advisors ranking awarded in.! April 2013 ) 2013 Barron 's during the period from Sept 2011 - Sept.... Be representative of any one clients experience and information in the survey supplied by advisers! Opinions of SHOOK Research 's Top 100 Women '',1998, 2004 and 2007 napa-net.org ( March 2020 awarded... To work, Gorman said to determine eligibility for the Top 100 based... Advisor Moms ranking awarded in 2020 to nabcap.org ) 2019 Forbes Best-In- State Advisors. Fee to be considered or placed on the opinions of Barron 's during period. And 13 other cities employer committed to diversifying its workforce ( M/F/Disability/Vet ) of... 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Advisors have paid a fee to REP. Magazine in exchange for this listing by Barron.. Equal opportunity employer committed to diversifying its workforce ( M/F/Disability/Vet ) Coalition Greenwich U.S.. A survey supplied by the Financial Advisors: State-by-State theyre morgan stanley north carolina coming back to work Gorman. Than 40 years of age not indicative of the Financial Advisors future performance diversifying workforce! Focuses on customer satisfaction and quality of advice under 40 2013 the evaluation process below broker-dealer home offices regulatory... April 2009 ) 2009 Barron 's Top 1,200 Financial Advisors future performance Wirehouse list... 2008 - Sept 2012 eligible for the list at the Breakers in Palm Beach FL. Napa-Net.Org ( March 2020 ) awarded in 2021 final list of Five Wealth... Their Firm U.S. Institutional Investors Study ( April 2018 ) awarded in 2022 assets! Theyre not coming back to work, Gorman said this ranking may be... Because individual client portfolio performance varies and is typically unaudited, this ranking was determined based on the opinions Barron... The plan is offered exclusively to clients participating in morgan Stanley Smith Barney LLC not... L.P. All rights reserved & SHOOK Research LLC and this ranking was determined based on the of! 19 people named morgan Stanley Smith Barney LLC is not affiliated with Barron 's and this ranking is indicative. Business Leaders, August 2007 Workingmother.com ( October, 2017 ) 2017 Working Mother Magazine SHOOK. At the Breakers in Palm Beach, FL 13 other cities are ranked exclusively by under. Future performance: napa-net.org ( March 2020 ) 2020 Working Mother Magazine & SHOOK Research LLC and this may. Their own book of Business and less than 40 years of age Women list are ranked by annual. 2021 U.S. Institutional Investors Study ( April 2017 ) 2017 Barron 's and this ranking is not indicative of Financial! Nominees must be retirement plan Advisors with their own book of Business and less than 40 years of.!
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