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 of remote advisors serves clients all around the country. Check out the list here, including a description of the ranking process and the methodology used by Barron’s in formulating this list.
Barron’s uses a number of criteria to determine who will make this list. Those factors include basic numbers, such as assets under management and revenue generated, as well as less quantifiable factors such as the quality of the firm’s practices and philanthropy. We are proud of our firm’s unique approach, which allows us to serve our clients well, and our history of community involvement.
Thank you to our team and clients for standing with us and entrusting us with your financial futures.
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