·         2014                      Top 1,200 State by State
·         2015                      Top 1,200 State by State
·         2016                      Top 1,200 State by State
·         2017                      Top 1,200 State by State
·         2018                      Top 1,200 State by State
·         2019                      Top 1,200 State by State
·         2020                      Top 1,200 State by State
·         2021                      Top 1,200 State by State
·         2022                      Top 1,200 State by State
·         2023                      Top 1,200 State by State


*(2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Mark Lippman) The Barron's Top 1,200 State by State Advisors ratings are based on the previous years assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices.  Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 


·         2024                      Best-in-State Wealth Advisors (Ranked #1)
·         2023                      Top Wealth Management Teams (Ranked #37)


The Forbes Best-In-State Wealth Advisors and The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Linwood Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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