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Investment performance is not a criterion. 4 min read Updates to stock plan platforms unify and personalize the user experience. mTxHiJiT EQ}w1P\ 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. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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. Source: napa-net.org (November 2018) awarded in 2018. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. 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. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2021 Barron's Top 100 Institutional Consulting Teams. 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 2013. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 0000061080 00000 n Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. :j^uQ SbZ(kDTAp3UuF\ts4+= Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. YT^H5qb1P{K72hc c'0J 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. representatives to gather wealth manager nominations. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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 (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. These criteria are utilized for each of the categories in which this award is given. 0000009993 00000 n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 0000051691 00000 n NABCAP Premier Wealth Advisors (5-Star Local List). This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Nominees must be women retirement plan advisors with their own book of business. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. S}X$x.O(XP4k)ibZEUYgv^pbo8U;_ 0[/^56| Q;#DWKd=rPi)T/liMY>e&e^2;1o+u\VY%o~$%W@I-yG S This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Holiday; Monday, January 2, 2023: New Year's Day: Monday, January 16, 2023: Martin Luther King, Jr. Day: Monday, February 20, 2023: President's Day: Friday, May 26, 2023: Friday before Memorial Day (1 p.m. early close) Monday, May 29, 2023: Memorial Day: Monday, June 19, 2023: Juneteenth: Monday, July 3, 2023: Monday before Independence Day (1 p.m. early close) This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. 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. 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. 0000011008 00000 n 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. 2023 Forbes Americas Top Wealth Management Teams. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. 2022 Morgan Stanley Smith Barney LLC. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. 2018 NAPA Top DC Advisor Multi-Office Firms. For more information, see www.SHOOKresearch.com. HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv 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 3/31/22 3/31/23. 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 9/30/17 - 9/30/18. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/2022 - Friday, December 31 (2021) Martin Luther King Day Monday, January 17 - . Barrons Top Women Advisors Summit Attendees 2015 Summit. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. The rating is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 9(Z(=.x4f#\c!iRZLI!Z4 %ZxJ,?(jQ>&3G 0000026180 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. For more information, see www.SHOOKresearch.com. These J.P. Morgan funds will be closed for trading on the following days: Holiday Date Closed Money Market Mutual Funds Fixed Income Mutual Funds New Year's Day (Observed) Monday, January 02, 2023 l l Dr. Martin Luther King, Jr. Day Monday, January 16, 2023 l l Presidents' Day Monday, February 20, 2023 l l 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 3/31/18 - 3/31/19. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking is not indicative of the Financial Advisors future performance. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000088206 00000 n This award was issued in 2021 and based on the evaluation process below. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. <<71596AAD0309294490FEEE8D549163A8>]/Prev 463990/XRefStm 2327>> Investment performance is not a criterion. 0000014671 00000 n Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 0000058023 00000 n This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. ]&"^7p[JDopCA"IE#en9L 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. 0000018076 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. 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 is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. endstream endobj 655 0 obj <>/Filter/FlateDecode/Index[20 557]/Length 42/Size 577/Type/XRef/W[1 1 1]>>stream 0000009403 00000 n Investment performance is not a criterion. +bGzG 1CvF3 P+!hb{v #oJ`$'@g@qiu _3D ~g\"(%`8g8Yyl+^\-{A[/EoIzZH3Z{GfN,u:QGtNa6URP1XGX$&&b(RXE[K,OWSaG\w^+lq+Byy8+jF,- >E[x07'Ft*4eoAcgQqGjV#xnIP24g 9YKi=wP81 0dXz8B? Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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. 2016 Barron's Top 30 Institutional Consultants. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. For more information, see www.SHOOKresearch.com. 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. Investment performance is not a criterion. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/ 2022 - Friday, December 31 (2021). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 2014 Barron's Top 100 Women Financial Advisors. 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. 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. 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. 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 6/30/20 - 6/30/21. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. This ranking is not indicative of the Financial Advisors future performance. 0000074104 00000 n 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. W(mN'tFE.! Source: planadviser.com (May 2020) awarded in 2020. 2020 Barron's Top 50 Private Wealth Management Teams. 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. 1 When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, "Morgan Stanley") provide "investment advice" regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account ("Retirement Account"), Morgan Stanley is a "fiduciary" as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended ("ERISA . 0000895932 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. %%EOF Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. PLANADVISER Top 100 Retirement Plan Advisers 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 577 0 obj <> endobj 0000012902 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 0000010284 00000 n Assets under management are as of the end of the second quarter 2015. 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. Morgan Stanley is not affiliated with Greenwich Associates. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley (@MorganStanley) November 2, 2022 M&A transaction values involving China plunged by 35% year-on-year to $266 billion in the first nine months of the year, to the lowest level. 577 80 This ranking is not indicative of the Financial Advisors future performance. 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. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 0000070882 00000 n 0000034390 00000 n This ranking is not indicative of the Financial Advisors future performance. Investor Email Alerts. 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. For more information, see www.SHOOKresearch.com. 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 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 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 6/30/18 - 6/30/19. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. Investment performance is not a criterion. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 2019 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. 2008 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. 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