About Awards

AWARDS & RECOGNITION

 

All awards and rankings may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of Miramontes Capital clients. The rating is not indicative of future performance. Miramontes Capital did not pay a fee to participate.

Best-In-State Wealth Advisors 2018

Methodology

 

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. 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. For the full list and more, visit: https://www.forbes.com/best-in-state-wealth-advisors. Advisors can complete a survey for upcoming rankings at www.SHOOKresearch.com.

 

Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including:

  • In-person interviews
  • Industry experience
  • Community involvement
  • Client retention data
  • Revenue trends

3 Times Barron’s Top Financial Advisors

 

Barron’s Top Advisors

 

Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.

 

Ranking Methodology

 

The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

Financial Advisor Magazine: Top Advisors 2017 

 

According to Financial Advisor Magazine:

 

RIA ranking candidates are ranked by AUM of the previous year. To be eligible for FA’s rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with less than $50 million in assets will be published in an online national ranking on FA’s Web site, www.fa-mag.com

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