10 Focus Partner Firms Named to Barron's 2020 List of America's Best RIA Firms
September 25, 2020
3 Focus Partner Firm Advisors Named to Barron's 2020 List of America's Best Independent Advisors
In alphabetical order, these firms are:
- Bartlett Wealth Management
- Buckingham Strategic Wealth
The Colony Group Crestwood Advisors Group Douglas C. Lane & Associates Edge Capital Group - GW & Wade
Joel Isaacson & Co. Kovitz Investment Group SCS Capital Management
Focus also announced that advisors from three of its partner firms were named to the Barron's 2020 List of America's Best Independent Advisors, the top 100 independent advisors in the country. This list is also based on an extensive, national survey conducted by Barron's and is a guide to the leading independent financial advisors in the
In alphabetical order by firm, these advisors are:
Tom Myers ofBordeaux Wealth Advisors Mark Delfino ofHoyleCohen Gary Ran ofTelemus Capital
"We are honored to have such an impressive group of our partner firms named to the Barron's top 100 list of America's Best RIA Firms," said
"We are also very pleased to see Tom, Mark and Gary named to the Barron's list of America's Best Independent Advisors. Their commitment to their clients is at the core of everything they do and positions them to remain at the forefront of the independent wealth management industry in the years ahead. They embody the entrepreneurship, growth mind-set and client focus that make all of our partner firms uniquely successful."
About
About the Barron's 2020 List of America's Best RIA Firms
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. To be considered for the rankings, firms must be
About the Barron's 2020 List of America's Best Independent Advisors
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. To be considered for the rankings, firms must be
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