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Barron’s Top Advisor Rankings
About Barron's Rankings
Advisors who wish to be ranked in Barron’s will complete a 102-question survey about their practice. We then apply our rankings formula to that data to generate a ranking.  The formula features three major categories of data: 
  1. Assets
  2. Revenue
  3. Quality of practice
The overall goal in publishing these rankings is to shine a spotlight on the best advisors, with an eye towards raising standards in the industry.
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Top 1,200 Financial Advisors
  • Published in March
  • Based on 3Q numbers
  • Data gathered in early October
  • FINRA- or SEC-registered advisors 
  • AUM minimums vary by state

Top 100 Financial Advisors
  • Published in April
  • Based on year-end numbers
  • Data gathered in late January
  • Requires FINRA registration
  • $750 million AUM minimum

Top 30 Institutional Consultants
  • Published in April
  • Based on year-end numbers
  • Data gathered in March
  • FINRA and SEC registrants are eligible
  • $750m AUM minimum

Top 100 Women Advisors
  • ​​Published in June
  • Based on 1Q numbers
  • Data gathered in late March
  • FINRA and SEC registrant
  • $200m AUM minimum

Top 100 Independent Advisors
​and Top 50 RIA Firms
  • Published in September
  • Based on 3Q numbers
  • Data gathered in early July
  • SEC registration required
  • $300m AUM minimum

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