The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). Barron's is not affiliated with Raymond James. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Barron's is a registered trademark of Dow Jones & Company, L.P. For more information: Barron's Top 1,200 Financial Advisors, March 2021. Raymond James is not affiliated with Forbes or Shook Research, LLC. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
Neither Forbes nor SHOOK receives a fee in exchange for rankings. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award.
Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. We are constantly striving to keep ahead of the rapid changes in this increasingly complex world, and to improve our performance in the three key areas we serve our clients (investment returns, wealth management advice and client care).About Forbes ranking of Best-In-State Wealth Advisors The team shares a strong commitment to professionalism and development. We also believe in Setting A Great Example (SAGE) through building our communities, working with charities and educating investors of all ages. We take the responsibility of managing our clients’ wealth very seriously.
Building our clients’ wealth with peace of mind by delivering exceptional risk-adjusted returns.
Our tight-knit team of 7 professionals is dedicated to: SAGE Connected Investing is an independent investment management and wealth advisory team with a boutique feel and over 149 years of combined investment industry experience.
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