*Todd Sanford, The formula the FT uses to grade advisors is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (Finra) compliance record, and online accessibility. FT presents the 400 as an elite group, not a competitive ranking. They acknowledge that ranking the industry’s top advisers from 1 to 400 would be a futile exercise since each takes different approaches to their practice and has different specializations. The FT methodology aims to be both quantifiable and objective.

**The criteria for this award are based on assets under management, revenues generated by advisors for their firms, and quality of practices. 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 advisors pursue a wide range of investment goals for their clients. In assembling the rankings, they included more advisors for the larger states than for the smaller ones, in proportion to state populations.

***** Barron’s “Top 1,200 Financial Advisors - Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. 

**Awarded by Todd Sanford- The Forbes ranking of Best-In-State Wealth Advisors (2017), developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience, and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Office Hours

 

Monday - Friday

8:30am to 5:00pm

Contact Us

Phone: 269.488.6900   

Fax: 269.488.6100

Email: Info@AdvisoryServices.com

To Learn more about this investment professional, visit FINRA's Brokercheck

© 2019 by Sanford Financial Services

The Sanford Center at Western Michigan University is not affiliated with or is not endorsed by Raymond James Financial Services. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. www.FINRA.org / www.SIPC.org Investment advisory services offered through Raymond James Financial Services Advisors, Inc and Sanford Advisory Services. Sanford Financial Services and Sanford Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Raymond James Privacy Notice: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice