We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, and 100-plus data points provided by the advisors themselves. You can access the full list, along with a complete explanation of how the list is formulated, by accessing Barron’s website.
As the article discusses, these lists are a starting point for investors looking for the right advisor to work with. Because every advisor and every investor is different, finding the right fit is critical. In our opinion, this comes only with conversations and meetings.
We want to thank our clients for their loyalty and helping us grow over the years. Without you, we could never boast these honors. Review the Barron’s list here.
Other articles filed under WorthPointe News
July 24, 2023 - WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2023. The list ranks firms based on assets under management as of December 31, 2022, based on firms that voluntarily complete...
September 28, 2021 - WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and...
July 23, 2021 - On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world's biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue...
May 4, 2021 - We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team...
April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
- How Should You Be Helping Your Aging Parents?
- WorthPointe on the Barron’s 2021 Top Advisor Rankings by State