posted on April 16th 2020 in WorthPointe News with 0 Comments /

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.

about the author: WorthPointe Wealth Management Team

WorthPointe is a fee only financial planning firm with offices in Austin, San Diego and Dallas / Fort Worth. Our advisors are credentialed, experienced and owners. Worthpointe provides advanced financial planning, investment consulting, tax planning, asset protection and insurance, estate planning, or charitable giving support.

Our team of CERTIFIED FINANCIAL PLANNER professionals has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, MorningstarAdvisor.com and much much more.

Learn more about our team and/or Contact Us

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