Barron’s Top 1,200 State-by-State Financial Advisor
We are excited to announce that Rob Reich and Sean Fitzpatrick were recognized on Barron’s list of Top 1,200 Financial Advisors for 2023. Rob has earned this accolade every year between 2014-2023. We are grateful for Rob and Sean’s continued service to our clients.
The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s 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.