Forbes’ Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

Forbes’ Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained via phone and in-person due diligence interviews, and quantitative data. Advisors who are considered have a minimum experience of seven years. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate.

Barron’s America’s Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluat¬ing advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate.

Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate.

The Financial Advisor ranking of leading Registered Investment Advisors in the US looks at year end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.