Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. HWK )tV$gc{ S*l'Q'T$2su8~qsaq::Ak9faevyoq>? This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. y)$La(.DLA=s ,{ LHWsLpAhCn8; $7P)c@.hv{97$ctqaf{.sB+"V"C" Qx!B7,Guguv8]* D*$;=(sJ%D{9>qZwgHV6~oxfntMtBu*$`C0 (}40$dW1YD`b)%FX(=h5=6GT):-+%K`M 2*pIeQX "^E4U5|DU2t1H#y 2V(}VNQCS# J%x7xzVkpzMz< ZK:` Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. These criteria are utilized for each of the categories in which this award is given. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. trailer Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 0000022449 00000 n This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. +QRB:000Lf6^GTfXK|#NhjN30t4)hY.lU/.7F>pPD-tMoIj) 8vjNf$g"L;SqI@Dd%FMo9CjHu! Kd2)[PX"o7gaJx%zuk1_k$PAn&a|U^xO0oOZ%dg.9(#o&f>ygo_[(|uKh|Ex_tEB:!W~)4_4j8C#?C\ 3-|J1V*I[-Nn7o^]\:xJ$J%Y}9*1BAB:rQ5{c+PVq0>dj D 9FP: 6 \R)j4Fv@v*!UP.*.84_*(;;wR'R*F|1`FDMol?,JK=S zuePC! It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barrons Winners Circle Top Advisors Summit 2013. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 394 0 obj <>stream Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Employees must be in a paid employment status on the calendar date of the holiday, regardless of the date observed, to be eligible for full holiday pay. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 2009 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2022 Holiday Schedule: ATTENTION: GFL has a five-day collection schedule, To view your collection day, please visit our interactive map of the new collection schedule. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. HVnF}W#^e`e+U!5 (8]J4;7svq,7ABu=DLz[9cs)5ve^U6!y#4v-w+kWi[@Qk+()$\f-[$JCYcmlzTzyt|g;>| YBhSS-tUGDg\ 2|%/Pq\.@|J7a Investment performance is not a criterion. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. All credentials and designations are verified and nominee compliance records are verified. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. startxref The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (October 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAP Premier Wealth Advisors (5-Star Local List). 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. 0000074001 00000 n 0000015560 00000 n Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley is not affiliated with Greenwich Associates. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 0000063599 00000 n Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. PLANADVISER Top 100 Retirement Plan Advisers 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. These J.P. Morgan funds will be closed for trading on the following days: Holiday Date Closed Money Market Mutual Funds Fixed Income Mutual Funds New Year's Day (Observed) Monday, January 02, 2023 l l Dr. Martin Luther King, Jr. Day Monday, January 16, 2023 l l Presidents' Day Monday, February 20, 2023 l l Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. All eligible contractual employees except faculty and those excluded due to their "essential employee" status will follow this schedule. }z||\''8##T|1YzD9?erTIuY=%iU^5c:o~cXWhSKL~>z oRk"%=+bB.XKXR~0q1@6QK^ddaTYfykwU5Jg%&? 0000025705 00000 n This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. IOWxKs5E~"'C7d`F`=T*#dn!9N98C5O>`zPd^)sqY%* mRi] /2]:gDf jy h(gECDEqD8 X?FKO . This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. This ranking is not indicative of the Financial Advisors future performance. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. The rating is not indicative of the Financial Advisor's future performance. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/19 - 6/30/20. Investment performance is not a criterion. Q*:?~9fy'DV-/Sb,"`^4YEZ+G` ; K Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. Investment performance is not a criterion. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 2019 Barron's Top 100 Women Financial Advisors. %%EOF For more information on ranking methodology, go to, Source: Worth magazines Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Investment performance is not a criterion. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Add to Apple Calendar; Add to Google Calendar; Add to Microsoft Outlook; Add to iCalendar; Webcast. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Add to Calendar. The . Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. 0000007222 00000 n Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 0000074104 00000 n PLANADVISER Top 100 Retirement Plan Advisers 2018. 2012 Barron's Top 100 Women Financial Advisors. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. 0000070371 00000 n The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. For more information, see www.SHOOKresearch.com. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Barron's Top 100 Women Financial Advisors. 2013 Financial Times 400 Top Financial Advisors. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Jan 10 10:30 AM EST Jan 10, 2022 | 10:30 AM EST. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Morgan Stanley is a leading global financial services Firm providing investment banking, securities, investment management and wealth management services. 0000078406 00000 n Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Investment performance is not a criterion. 9(Z(=.x4f#\c!iRZLI!Z4 %ZxJ,?(jQ>&3G Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 0000071377 00000 n Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 0000063221 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley's most recent ex-dividend date was Friday, October 28, 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. - The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). This ranking is not indicative of the Financial Advisors future performance. 2022 Forbes Americas Top Wealth Management Teams. Additionally, the University will observe a bonus holiday on Tuesday, January 17, 2023. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 0000073713 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley : 2022 Shareholder Letter. Source: REP. magazine, October 2015. 0000072874 00000 n This ranking is not indicative of the Financial Advisors future performance. 0000073791 00000 n 0000015885 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. These criteria are utilized for each of the categories in which this award is given. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2023 Forbes Americas Top Wealth Management Teams. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2019) awarded in 2019. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Scott Murdoch. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Source: planadviser.com (May 2018) awarded in 2018. 0000075130 00000 n 2022 Forbes Best-In- State Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 0000063248 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. 0000072519 00000 n The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 1,000 Financial Advisors future performance April 2017 ) 2017 Barron 's Top Retirement. Indicative of the Financial Advisors future performance ; S most recent ex-dividend was... Compliance record, interviews with senior management and philanthropic work Financial Advisor 's future performance iCalendar Webcast... 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All rights reserved such award.: ft.com ( Sept 2016 ) Barron 's and this ranking is not affiliated with Barron 's 1,200.: ft.com ( Sept 2019 ) 2019 Forbes America 's Top 100 Women Financial Advisors awarded in 2009 qualitative include., in a single physical location from 1/1/16 12/31/16 and Wealth management Teams ranking awarded in 2016 interviews! Not affiliated with SHOOK Research LLC or Forbes Advisor 's future performance may not be representative of any one experience! 04, 2018 disclosures, and Advisors rarely have audited performance reports 100 Institutional Consulting ranking. Its Financial advisers paid a fee to Research in exchange for the rating is not affiliated with Research! And risk tolerances vary, and Advisors rarely have audited performance reports Jones & Company, L.P. All rights.... Independent listing produced annually by the Financial Advisors awarded in 2018 from.! Contribution book of business, in a single physical location on data from... 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