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: napa-net.org (October 2015) awarded in 2015. She owns a clothing line and blog named 'Pink Peonies,' which led to sales of over $1 million during the 2014 holiday season. Love those colors as well Mikkienjoy your day! an. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. A welcoming entryway that sets the scene when you enter through the double front doors. Investment performance is not a criterion. The Origin Story Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. 2020 Barron's Top 50 Institutional Consulting Teams. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. 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 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Experience, intellectual capital and dedicated personal service to help you meet your life goals. 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. scusiamo se questo pu causarti degli inconvenienti. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Life is complicated. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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.