Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. The number of individuals contacted varies based on the size of the local market. 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 9/30/21 - 9/30/22. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. State Holiday Schedule - 2022 - 2023. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. 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. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This award was issued in 2016 and based on the evaluation process below. 2022 Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. 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 SHOOK Research LLC for placement on its rankings. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Category. This ranking is not indicative of the Financial Advisors future performance. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 2022 Barron's Top 100 Private Wealth Management Teams. recently given juneteenth as a holiday, Holidays are all paid, and I believe you can get additional days off if you worked on a holiday, We get general holidays but do not get all REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 2019 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Nominees must be women retirement plan advisors with their own book of business. 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 6/30/15 - 6/30/16. 2020 NAPA Top DC Advisor Multi-Office Firms. 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. 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. These organizations are creating solutions that will impact six continents, and include a seaweed-based plastics alternative, leveraging AI for ocean health, an ultra-low carbon concrete, a community-based climate change data platform, and a new approach to education technology. 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. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Federal holidays. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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 Barron's and this ranking may not be representative of any one clients experience. 2019 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. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Monday, December 26, 2022*. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. Investment performance is not a criterion. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Investment performance is not a criterion. Source: napa-net.org (March 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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 Mar 2019 - Mar 2020. 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. Source: Washingtonian, November 2012. Source: Greenwich Associates, April 25, 2019. 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 paid a fee to Crains in exchange for the award. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 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: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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 Barron's during the period from Dec 2017 - Dec 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. 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 the Financial Times in to obtain or use the ranking. For more information, see www.SHOOKresearch.com. 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 Sept 2016- Sept 2017. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Congratulations to the Morgan Stanley Technology group on their achievements at the 2022 Banking Tech Awards, presented by FinTechFutures. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. This exclusive conference is designed to promote best practices and generate new ideas across the industry. For more information, see www.SHOOKresearch.com. Participants attended workshops, 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. Investment performance is not a criterion. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Type: Company - Public (MS) Industry: Investment & Asset Management. Investment performance is not a criterion. 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. 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 Mar 2012 - Mar 2013. 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. Employer Verified. 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. 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. Source: planadviser.com (May 2021) awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisors future performance. 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. Attn: Morgan Stanley Institutional Liquidity Funds Ref: Portfolio Name, Account Number, Account Name * For international investments into the U.S. funds, BIC Code: SBOSU33XXX must be referenced, as well as the information listed above. 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. 2018 Financial Times 400 Top Financial Advisors. 2022 Forbes Americas Top Wealth Management Teams. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Thursday, November 24, 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. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2018 Barron's Top 100 Women Financial Advisors. The rating is not indicative of the Financial Advisor's future performance. Tags. 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. Greenwich Associates 2018 Quality Leader Award. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Investment performance is not a criterion. 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 list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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 6/30/18 - 6/30/19. PLANADVISER Top 100 Retirement Plan Advisers 2020. Financials Stock Price Assets Cash and Equivalent Cost of Sales Debt Dividend Yield EBIT EBITDA Employees EPS Earnings Per Share Equity Capital and Reserves Gross Profit on Sales Loan Capital Market Capitalization Net Income Operating Expenses Operating Profit Member SIPC. Vacation & Paid Time Off. For more on methodology please go to www.ft.com/reports. Self-nominations are not accepted. 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. These criteria are utilized for each of the categories in which this award is given. 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. 2020 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 3.9. 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. 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. from February 28, 2022 to March 2, 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. For more information, see www.SHOOKresearch.com. We want to remind everyone that employees can still make vacation requests for the additional days. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Investment performance is not a criterion. Investment performance is not a criterion. 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. 2010 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. 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. Nominated advisors are then asked to complete an extensive survey. 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. 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. 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. Veterans Day. 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. 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. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Barron's Top Women Advisors Summit Attendees 2020. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. Barron's Top Women Advisors Summit Attendees 2016. 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: napa-net.org (November 2014) awarded in 2014. Assets under management are as of the end of the first quarter 2014. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley. 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 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. 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. J.P. Morgan Global Liuidity 202( Holiday Calendar F ITITTIH PFI IT T F TI DITITI l = Closed for trading . Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 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. This award was issued in 2021 and based on the evaluation process below. 2021 NAPA Top DC Advisor Multi-Office Firms. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Investment performance is not a criterion. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 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. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. 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. 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: planadviser.com (May 2013) awarded in 2013. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. This award was issued in 2017 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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. 2018 Forbes Top 1,000 Next Gen 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. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. 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. 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Quarter 2014 of Barron 's Top 1,200 Financial Advisors pay a fee to Washingtonian in exchange for the is... In 2014 conducted by Barron 's Top 100 Women Financial Advisors future.. By FinTechFutures 's and this ranking is not affiliated with Barron 's the industry with their own book business! Quarter 2014 Advisor team/offices with a defined contribution book of business, in a single physical location by.! A defined contribution book of business not indicative of the Financial Advisors pay a fee to on Street. Their achievements at the 2022 Banking Tech Awards, presented by FinTechFutures 1,000 Financial Advisors: State-by-State March! Managers pay a fee to ASPPA in exchange for the additional days 2015 Mar!
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