12 Focus Partner Firms Named to Barron's 2022 List of Top 100 RIA Firms Steve Cassaday of Focus Partner Firm Cassaday & Company Named to Barron's 2022 Lists of Top 100 Financial Advisors and Top 100 Independent Advisors
October 7, 2022
In alphabetical order, these firms are:
- Bartlett Wealth Management
- Buckingham Strategic Wealth
The Colony Group - Connectus Wealth Advisers
Crestwood Advisors Group Douglas C. Lane & Associates Fort Pitt Capital Group - GW & Wade
Joel Isaacson & Co. Kovitz Investment Group - SCS Financial
- Williams Jones Wealth Management
Additionally, Focus announced that
"We are honored to have twelve of our partner firms named to the Barron's 2022 list of Top 100 RIA Firms," said
"We are also very pleased that Steve was named to the Barron's 2022 lists of Top 100
About
About the Barron's 2022 List of Top 100 RIA Firms, the Barron's 2022 List of Top 100 Private Wealth Management Teams, the Barron's 2022 List of Top 100
The Barron's rankings are based on data compiled from a 100-question survey applied to their formula. The formula features three major categories based on their 2Q numbers, including (1) assets, (2) revenue, and (3) quality of practice. In each of those categories Barron's does multiple subcalculations.
Barron's also considers a wide range of qualitative factors, including the advisors' experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and their compliance records.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the
Investor and Media Contacts
Senior Vice President
Head of Investor Relations & Corporate Communications
P: +1-646-813-2909
tmadon@focuspartners.com
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Investor Relations & Corporate Communications
P: +1-646-560-3999
carestia@focuspartners.com
SOURCE:
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