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. endstream endobj 354 0 obj <>/Metadata 21 0 R/Pages 351 0 R/StructTreeRoot 61 0 R/Type/Catalog/ViewerPreferences 365 0 R>> endobj 355 0 obj <>/MediaBox[0 0 612 792]/Parent 351 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 356 0 obj <>stream Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 0 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 SHOOK Research LLC for placement on its rankings. 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. For more information, see www.SHOOKresearch.com. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Provide an Outstanding Living Environment for Our Residents. 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. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. 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 Barron's to obtain or use the ranking. In-depth insights on emerging and global markets for spotting hot growth stories. From there you will have resources of MSO on the go. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. These waivers and/or reimbursements will continue for at least one year from the date of the applicable funds current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. Terms apply. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. 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. PRIME's assets include office, retail, multifamily, industrial, self storage and hotel properties and are located in major real estate markets throughout the United States. 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: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. For more information on the award, go to http://www.aspa.org. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 investment team manages the Portfolio relative to this Blended Index. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. AMLI Residential focuses on the development, construction and management of luxury apartment communities. For more on methodology please go to www.ft.com/reports. 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, 2019. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. For more on methodology please go to www.ft.com/reports. NAIC designated the MSILF Prime Fund as a Class 1 Fund. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 2021 Forbes America's Top Women Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2015 and based on the evaluation process below. 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 NAPA during the period from Aug 2020 Aug 2021. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. - A review of ODA spending departments January 2020 - Publish What You Fund, Invesco Global Consumer Trends Fund - A-Acc shares October 2020, ROCKPOINT REAL ESTATE FUND VI - JULY 30, 2019 - Plymouth County Retirement Association, AVIVA INVESTORS G7 FIXED INCOME FUND - April 2013. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, please visit:http://www.understandingratings.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 Forbes. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. AMLI is committed to customer service and providing residents a worry-free, high-value living experience in our communities. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. The Morgan Stanley Prime Property Fund will replace the UBS Trumbull Property Fund. 27219 0 obj <>/Filter/FlateDecode/ID[<348559AFFC8AF743A887923FB5465B8B>]/Index[27204 25]/Info 27203 0 R/Length 78/Prev 876981/Root 27205 0 R/Size 27229/Type/XRef/W[1 2 1]>>stream This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Investment performance is not a criterion. 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, 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 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. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Source: napa-net.org (November 2022) awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. "+cD3? Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. 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. To obtain a prospectus, download one at www.morganstanley.com/liquidity or call 1.800.236.0992. 2021 Barron's Top 100 Women Financial Advisors. 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 publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. This ranking 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. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. document.write(new Date().getFullYear()); MorganStanley.All rights reserved. 2015 Barron's Top 100 Women Financial Advisors. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. AVIVA INVESTORS MULTI-ASSET PLUS FUNDS - December 2020 - OUR RESEARCH. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. 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. 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. 380 0 obj <>stream 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. Source: napa-net.org (November 2017) awarded in 2017. To view Prime Property Fund Asias complete limited partners history, request access, Morningstar Institutional Equity Research. 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. Prime Property Fund Asia is a real estate opportunistic fund managed by Morgan Stanley and Morgan Stanley Real Estate Advisors. 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 on methodology please go to www.ft.com/reports. Morgan Stanley Prime Property Fund (located in United States, North America) was purchased by a Public Pension from United States on 05/26/2021 as a Fund Investment in the Real Estate industry. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. Contact Carroll Group today. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 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. 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 Barron's. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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. Lines and paragraphs break automatically. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. 2018 Financial Times 401 Top Retirement Advisors. does not reflect the fee waivers currently in effect. For institutional investors, the exit queue is at least partly a response to whats known as the denominator effect. The WAM calculation utilizes the interest-rate reset date, rather than a security's stated final maturity, for variable- and floating- rate securities. 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. Security ratings disclosed above have been obtained from Standard & Poor's Ratings Group ("S&P"). Current yield is a measure that looks at the current price of a bond instead of its face value and represents the return an investor would expect if he or she purchased the bond and held it for a year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. We take time to fully understand you, your family, and your goals when it comes to leaving a legacy you can be proud of. The commitment from Kansas PERS will be the pension fund's first real estate commitment this year as the pension fund plans to invest up to $500m in the asset class in 2021. For more information, see www.SHOOKresearch.com. PLANADVISER Top 100 Retirement Plan Advisers 2020. NAIC Class 1 designation subjects the Fund to capital reserve requirements as if it was a NAIC-1 Bond. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominated advisors are then asked to complete an extensive survey. m(gi}(Nz:/vZSxZjk1HmHm-+zq=k)z-z&WM{K&1?%8#MGCGViXyEp2?Vn>2+VfMgcJiE[}%6d};_kO?u>jY;gM3f-Y,mX;K-qJGJ\EsO_$*R(gI$'Qy:7HldsH(nm(=4&E3nEwt4]EHO- Yo:t-lfdgiRo dPeA/wCDf+@^k1?^r=h:;k $13Be,h. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Regret makes us human. Investment performance is not a criterion. L&L Holding Company, LLC will maintain a minority position in the property and will continue as the leasing and managing agent for the property. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials 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. 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 3/31/16 - 3/31/17. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Enhancing Financial Wellness enables your workforce to do their best work. The Funds' sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. Coalition Greenwich is a division of CRISIL. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. We are able to analyze an entire portfolio, including assets held elsewhere, which helps identify and manage your risk. This ranking is not indicative of the Financial Advisors future performance. Chief Investment Officer of Global Liquidity, As of Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Morgan Stanley Investment Management (MSIM) is the asset management division of Morgan Stanley. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2015. We can help you integrate these themes into your investment strategy. 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 6/30/20 - 6/30/21. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2018) awarded in 2018. $bLY,F~ & 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. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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. Member SIPC. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 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. All Rights Reserved. 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 Morgan Stanley Blue Cash Preferred American Express Card. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. 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. 2012 Barron's Top 100 Women Financial Advisors. $ 0. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. We are here to help identify your personal goals, track your progress toward achieving them and work together to create a customized plan. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Coalition Greenwich is a division of CRISIL. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. 2013 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Investment performance is not a criterion. The Funds' sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. We believe that a conservatively managed portfolio of liquid, high-quality money market instruments may offer the best means of maximizing current income while preserving capital and liquidity. Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer of the Global Balanced Risk Control (GBaR) Team, shares his macro thematic views on key market drivers. Subsidized (Sub.) Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. A sub-segment of the questions was used to determine eligibility for the Top 100. 2020 Forbes Best-In- State Wealth Advisors. The Prime Property Fund ("Prime", "PPF" or the "Fund") is a diversified, open-end Core real estate fund that targets high quality, well-leased, income-producing properties located in select primary markets in the U.S. Vice President, Wealth Management, Financial Advisor, Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Senior Vice President, Wealth Management, Wealth Advisor, Senior Investment Management Consultant, First Vice President, Wealth Management, Financial Advisor, Financial Advisor, Executive Director, Wealth Management, Portfolio Manager, First Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER, Financial Advisor, Financial Planning Specialist. This ranking is not indicative of the Financial Advisors future performance. 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. 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 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.
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