Our annual ranking, now in its 17th year, reveals continued growth among the best advisor teams. Here’s what investors need to know about our selection process.
4 minute read
Barron’s Hall of Fame financial advisor Dalal Salomon details the rules-based trading system her firm developed to remove emotion from decisions and help clients “weather any storm.”
Long Read
Alternative investments such as private credit and cryptocurrency can diversify investment portfolios. But not all investors need them—and not all alts are created equal.
Long Read
Charlie Maxwell, co-chairman and co-founder at Cresset, is looking to cover wealthy clients’ income needs while increasing their exposure to a broad menu of alternatives.
Long Read
Merrill Lynch’s Rick Migliore started off cold-calling and now makes investment allocation decisions as a team leader.
Long Read
Here’s the methodology behind our Top 1,200 Advisors, Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, and more.
2 minute read
Jim Stack, one of Barron’s Top 1,200 Financial Advisors, is sticking with market stalwarts such as Walmart as recession risks loom.
4 minute read
Joey Small, who runs an independent practice with Ameriprise Financial, offers investment advice for newbie investors and retirees—and discusses his approach to financial planning.
Long Read
Kelly Rae Haskell, an Edward Jones advisor in South Dakota, says the market could encounter temporary downdrafts in the near term that investors should view as buying opportunities.
4 minute read
Barron’s No. 3-ranked advisor in Idaho offers financial advice for a world in upheaval. Plus, why she’s bullish on stocks, and the “four P’s” that guide her multigenerational team’s approach.
Long Read
Top advisor Jeff Leonard explains why he opts for actively managed funds, the appeal of high-yield cash accounts, and the prospects for stocks this year.
Long Read
Our annual ranking of the country’s Top 1,200 Financial Advisors finds a broader embrace of digital tools among advisors and clients alike. The result: more flexibility, potentially lower fees, and greater access to specialists.
Long Read
Our annual ranking, now in its 16th year, finds an industry that has changed with the times. Here’s what investors need to know about the selection process.
3 minute read
Top advisor Michelle Mayer of Merrill Lynch coordinates with clients’ lawyers, accountants, and other professionals to ensure that the complex financial components are in sync.
4 minute read
After a decade of high returns in equities, fixed income, and real estate, Weatherly’s Carolyn P. Taylor is helping clients refocus and recalibrate. The goal: planning for the possibility of living to 100 or longer.
4 minute read
Inflation and higher interest rates brought an end to rah-rah returns for growth stocks. Advisors are adjusting by buying more bonds and shifting their focus away from once-sexy stock sectors.
Long Read
Ameriprise’s Nayan Ranchhod, ranked No. 20 in Arizona on Barron’s 2023 list of 1200 Top financial advisors, says good money habits start with saving more than you spend. Plus, his investment outlook for 2023.
4 minute read
Here’s how Barron’s ranks the advisors for its annual Top 1200 financial advisors list.
3 minute read
William Blair’s Carlette McMullan, No. 16 in Illinois on Barron’s annual list of Top 1200 financial advisors, explains why it pays to be patient with growth stocks.
Long Read
Top advisor Mark Mantooth of Morgan Stanley Wealth Management is emphasizing solid, large-cap companies that pay a dividend as clients become more risk-averse.
4 minute read