10 Focus Partner Firms Named to Barron's 2021 List of America's Best RIA Firms
September 22, 2021
In alphabetical order, these firms are:
- Badgley Phelps Wealth Managers
- Bartlett Wealth Management
- Buckingham Strategic Wealth
The Colony Group Crestwood Advisors Douglas C. Lane & Associates Edge Capital Group - GW & Wade
Joel Isaacson & Co. Kovitz Investment Group
Additionally,
"We are thrilled to again have such an outstanding group of our partner firms named to the Barron's list of the Top 100 RIA Firms," said
"We are also very pleased that
About
About the Barron's 2021 List of America's Best RIA Firms and the Barron's 2021 List of
The Barron's rankings are calculated based on a formula applied to data compiled from a 100-question survey. 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, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, 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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