Top Advisor Rankings

About Our Rankings

Advisors who wish to be ranked in Barron’s fill out 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. Barron's 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 February
• Based on 3Q numbers
• Data gathered in early October
• FINRA- or SEC-registered advisors 
• AUM minimums vary by state

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Top 100 Financial Advisors

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

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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

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Top 100 Women Advisors

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

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Top 100 Independent Advisors ​​

• Published in August
• Based on 3Q numbers
• Data gathered in early July
• SEC registration required
• $300m AUM minimum

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