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TrustFirms with less than $50 million in assets will be published in an online national ranking on FA’s Web site, www.fa-mag.com
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.
3 Times Barron’s Top Advisors
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.
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.
Best-In-State Wealth Advisors
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.
Financial Advisor Magazine: Top Advisors
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
All awards: 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.
Award Winning Retirement Planning From Miramontes Capital
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Join Our Next Webinar
Award-Winning Retirement Planning From Miramontes Capital
Award Winning Retirement Planning Means Keeping You Informed
It’s unheard of in our industry, but our clients get a call from us every 30-45 days for their portfolio review.
Continuous Analysis From Our Award Winning Retirement Planning Fiduciaries
We cover the 5 parts to retirement planning, investment planning, financial planning, life insurance and long term care, trust and estate planning, tax planning.
Orange County Retirement Planning, Financial Sector Experts
Miramontes is the award-winning retirement planning financial sector specialist. We look for sectors in the markets that are discounted to the overall market by 5%.
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Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. @ Miramontes Capital | LEGAL INFORMATION