Barron’s

 2017 Top Financial Advisors – Barron’s state-by-state ranking of the top financial advisors in the United States.  The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings are assets under management, revenues produced for the firm, regulatory record, quality of practices, and philanthropic work.  Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves.  Investment performance isn’t explicitly a criterion, because the performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. advisors pursue a wide range of investment goals for their clients.  A total of 1,200 advisors were ranked based on data provided by over 4,000 advisors across the nation.  In the final list, advisors are ranked by state.  The number of advisors included for each state was based on population.  Sage Financial Group did not pay to participate in this ranking.  For more information about the Barron’s Top Advisors Ranking, including the other firms listed, please follow this link: Barron’s.