Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 0000043121 00000 n For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Independence Day There will be no collection on Monday, July 4. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 0000010971 00000 n For more information, see www.SHOOKresearch.com. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barron's Top Women Advisors Summit Attendees 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. These criteria are utilized for each of the categories in which this award is given. 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 6/30/19 - 6/30/20. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. This ranking is not indicative of the Financial Advisors future performance. 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 Barron's during the period from Dec 2019 - Dec 2020. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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. Investment performance is not a criterion. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. 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 NAPA to obtain or use the ranking. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Kinder Morgan has established the following schedule of holidays for 2022: Friday, December 31, 2021 New Year's Day-KM Designated Holiday Monday, January 17 MLK Day Friday, April 15 Good Friday Monday, May 30 Memorial Day Monday, July 4 Independence Day Monday, September 5 Labor Day Thursday, November 24 Thanksgiving Day Friday, November 25 Thanksgiving Day-KM Designated Holiday It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 2022 PLANADVISER Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 2021 Forbes Best-In- State Wealth Advisors. 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. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. 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. Holiday Schedule. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 0000072071 00000 n Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 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. This award was issued in 2013 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv 0000074250 00000 n Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Source: planadviser.com (May 2017) awarded in 2017. 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 women retirement plan advisors with their own book of business. 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, 2020. Source: PLANADVISER.com, January/February 2019. PLANADVISER Top 100 Retirement Plan Advisers 2021. 0000075316 00000 n 2021 NAPA Top DC Advisor Multi-Office 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. U.S. holiday schedule is subject to change. 0000072370 00000 n Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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 the Financial Times in to obtain or use the ranking. y)$La(.DLA=s ,{ LHWsLpAhCn8; $7P)c@.hv{97$ctqaf{.sB+"V"C" Qx!B7,Guguv8]* D*$;=(sJ%D{9>qZwgHV6~oxfntMtBu*$`C0 (}40$dW1YD`b)%FX(=h5=6GT):-+%K`M 2*pIeQX "^E4U5|DU2t1H#y 2V(}VNQCS# J%x7xzVkpzMz< ZK:` This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. This ranking is not indicative of the Financial Advisors future performance. 0000057473 00000 n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. 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. 2017 Forbes America's Top Wealth Advisors. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. 0000034390 00000 n 4 min read Updates to stock plan platforms unify and personalize the user experience. 0000071108 00000 n 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 NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000075130 00000 n 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 2016 - Mar 2017. 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 the Financial Times in 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. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. startxref Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barron's Top Women Advisors Summit Attendees 2016. 0000057953 00000 n 2016 Barron's Top 1,200 Financial Advisors: State-by-State. 394 0 obj <>stream 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 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. 0000063221 00000 n Eligible full-time contractual employees may receive paid holidays, annual leave days, and personal/sick leave days. 0000078680 00000 n Source: napa-net.org (November 2014) awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the Financial Advisors future performance. endstream endobj 321 0 obj <>/Metadata 6 0 R/Pages 5 0 R/StructTreeRoot 8 0 R/Type/Catalog/ViewerPreferences<>>> endobj 322 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -8.3622 -396.0]>>/PageUIDList<0 3702>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Properties<>/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 323 0 obj [324 0 R] endobj 324 0 obj <>/Border[0 0 0]/H/N/Rect[46.0 55.3449 472.954 41.7449]/Subtype/Link/Type/Annot>> endobj 325 0 obj <> endobj 326 0 obj <> endobj 327 0 obj <> endobj 328 0 obj [/ICCBased 341 0 R] endobj 329 0 obj <>stream Shook Research LLC or Forbes morgan Stanley Smith Barney LLC is not affiliated Barron! 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