Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Source: napa-net.org (October 2020) awarded in 2020. How an investment manager implements an investment style. 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. 2016 Barron's Top 30 Institutional Consultants. The amount of time until the allotted money is needed. This award was issued in 2012 and based on the evaluation process below. 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. 143 followers 142 connections. This figure is then annualized. Data provided by SHOOK TM Research, LLC Data as of 3/31/16. 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. The List: Top 100 Wirehouse Advisors in America - Wealth Management Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Barron's Top 100 Women Financial Advisors. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. 2017 Barron's Top 100 Women Financial Advisors. Assets under management are as of the end of the first quarter 2014. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. 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. The profit (loss) that results from a change in the price of an asset. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Formulation of Tax, Trust and Estate Strategy. The rating is not indicative of the Financial Advisers future performance. This ranking is not indicative of the Financial Advisors future performance. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Private Family Wealth Partners - Los Angeles, CA | UBS This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. While not strictly defined, include countries that (1) possess a per capita Gross Domestic Product substantially below the average for Developed Markets; (2) hold substantially greater government-imposed barriers to foreign investment; and (3) may have lax regulatory environments. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This valuation measure compares a stocks current price to its intrinsicor bookvalue. 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. 2022 Barron's Top 100 Private Wealth Management Teams. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. 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 (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm's most affluent clients, including some of the world's most accomplished entrepreneurs, executives and stewards of multigenerational wealth. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Passed in 1974, ERISA established the legal standards by which retirement plans are required to be managed. 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. The rating is not indicative of the advisor's future performance. BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 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. 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. Measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. 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. 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. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. Barrons Top Women Advisors Summit Attendees 2015 Summit. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 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 3/31/18 - 3/31/19. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. For more information on ranking methodology, go to. The rating may not be representative of any one clients experience. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. 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. 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 2022. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. 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. Indicates the short- and long-term investment returns earned by the fund, along with the returns of its benchmark and/or index. Source: napa-net.org (November 2016) awarded in 2016. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. 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 NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Generally regarded as a time period of 5 to 10 years. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. 2018 Barron's Top 100 Women Financial Advisors. Advisor Who Joined First Republic in March Returns to Morgan Stanley 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Invests at least 65% of its assets in investment grade issues (rated in top four grades) with dollar-weighted average maturities of 5 to 10 years. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. 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. Private Wealth Management - Graystone West Los Angeles | Morgan Stanley 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. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index. 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. Indicate representative stocks that comprise significant percentages of the funds investments. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Lipper General Municipal Debt Funds Average. Source: Washingtonian, November 2012. 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.