Altfest News

Award RecognitionLew Altfest Ranks in Top 50 on Barron's Top 1,200 Financial Advisors

Award Recognition

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Lew AltfestWe’re proud to announce that Lew Altfest Ph.D., CFP®, CFA, CPA, PFS again has ranked high on Barron’s Top 1,200 Financial Advisors in the country. This is Lew’s seventh time on Barron’s largest and most comprehensive list of advisors based on assets under management, revenue, and the quality of the advisor’s practices.

 

 

 

*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, revenues generated by advisors for their firms, 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, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Additional details regarding the criteria and process utilized in formulating these rankings can be found here.

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