Awards and Recognitions

Barron’s Top 1,200 Advisors Rankings by State List

We are thrilled to announce that Brady Fineske was recently ranked #12 in Ohio on Barron’s 2023 Top 1,200 Advisors, evaluated as of September 30th, 2022. We want to congratulate Brady and recognize our team of colleagues who help make this possible.

See the full list here.

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TFO Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of TFO Wealth Partners or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results.

Barron’s Top 1200 Methodology:

The ranking was released on March 10th, 2023. The Top 1200 is one of seven advisor rankings we do each year. They are split into two broad categories: those that highlight individual advisors (such as the Top 1200) and those that focus on teams and firms. In total, 5,630 advisors completed surveys this year after meeting minimum size and quality requirements. The financial results used in the calculations are as of Sept. 30, 2022.

The rankings calculations have three major components: assets under management, revenue, and quality of practice. Assets under management and revenue are two good indicators of client satisfaction. Clients who like the way their advisors are managing their assets tend to give them more to manage, and they also refer friends and family to their advisors. When clients are happy with the value they’re receiving from an advisor, they’re unlikely to ask for a reduction in the fees they’re charged, and the advisor’s revenue will remain stable or grow.

The third general component of the rankings—quality of practice—is based on a constellation of questions aimed at evaluating an advisor’s character. These questions address regulatory records, professional experience, education, community involvement, and more. Investment performance isn’t an explicit ranking criterion because returns are directly affected by the risk appetites of individual clients.

113WP – 2023.08

white-dots white-dots

Ready to review your current wealth plan?

Getting started is easy. Set a time to talk.

Let’s Talkarrowarrow