We’re proud to salute these outstanding Advisors honored by Barron’s as representing the very best in wealth management in the US in the 2016 “Top 100 Financial Advisors.”
Name | City, State | Website |
Steve Levine* | Los Angeles, CA | |
Drew Freides** | Los Angeles, CA | |
William Greco* | Hartford, CT | |
Louis Paster*** | Chicago, IL | |
Paul Tashima* | Chicago, IL | |
Andrew Burish* | Madison, NJ | |
Gary Tantleff*** | Warren, NJ | |
Andrew Perry* | Short Hills, NJ | |
Todd Perry* | Short Hills, NJ | |
Douglas Braff** | New York , NY | |
R. Christopher Errico* | New York , NY | |
Martin Halbfinger* | New York , NY | |
Jeffrey Kobernick* | New York , NY | |
Robert J. Sechan II* | New York , NY | |
L. Marc Shegoski* | New York , NY | |
Scott Stackman** | New York , NY | |
Bobby Fisher* | Houston, TX |
About the Barron's "Top 100 Financial Advisors" list
Advisors who wish to be ranked fill out a 102-question survey about their practice. The rankings formula is then applied to that data to generate a ranking. The formula features three major categories of data: (1) Assets (2) Revenue (3) Quality of practice. There are multiple calculations in each of the three major categories. Performance is not an explicit criterion in the rankings because it is primarily a function of client risk tolerance. Advisors should have good regulatory records and seven years of experience as an advisor. Past performance is not a guarantee of future results. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings.
