For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: napa-net.org (October 2018) awarded in 2018. 0000026534 00000 n H\n@E^& YH<4|b)1~Fic:"w]sC)\wO]3^-49\iH1ILml.=#\B? [=~/Kk}Xs4Cc!Z-IgSRqB3"%o;J~LUrVYeN L>%+ Morgan Stanley Smith Barney LLC is not affiliated with Barron's. endstream endobj 597 0 obj <>stream Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Investment performance is not a criterion. Source: napa-net.org (October 2020) awarded in 2020. Investment performance is not a criterion. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Monday, September 05, 2022 Columbus Day. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2019 NAPA Top DC Advisor Multi-Office Firms. 0000078406 00000 n NABCAP Premier Wealth Advisors (5-Star Local List). The moves, reported first by CNBC, impacted about 1,600 of the company's 81,567 employees. 2008 Barron's Top 100 Women Financial Advisors. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. The rating is not indicative of the Financial Advisers future performance. Investment performance is not a criterion. 0000074001 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. 2022 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Barron's Top 50 Private Wealth Management Teams. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Investment performance is not a criterion. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Investment performance is not a criterion. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. 2019 Forbes Best-In- State Wealth Advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Morgan Stanley delivered record financial performance in 2021 with strong growth across its businesses and geographies. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Morgan Stanley (@MorganStanley) November 2, 2022 M&A transaction values involving China plunged by 35% year-on-year to $266 billion in the first nine months of the year, to the lowest level. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Monday, January 17, 2022 Presidents' Day. Morgan Stanley is making a few minimal adjustments to advisor incentives in 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. All credentials and designations are verified and nominee compliance records are verified. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons Top Women Advisors Summit Attendees 2015 Summit. Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way. 0000026953 00000 n Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. For more on methodology please go to www.ft.com/reports. 0000002495 00000 n This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Q*:?~9fy'DV-/Sb,"`^4YEZ+G` ; K Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: planadviser.com (May 2021) awarded in 2021. . A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 0000070882 00000 n Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. 2022 Forbes Americas Top Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. These criteria are utilized for each of the categories in which this award is given. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This ranking is not indicative of the Financial Advisors future performance. 0000018076 00000 n Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000001934 00000 n Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Is Morgan Stanley's dividend growing? 0000057116 00000 n The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. NEW YORK, October 14, 2022--Morgan Stanley (NYSE: MS) today reported net revenues of $13.0 billion for the third quarter ended September 30, 2022 compared with $14.8 billion a year ago. 0000033943 00000 n ]&"^7p[JDopCA"IE#en9L 0000043121 00000 n This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2021) awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: napa-net.org (March 2019) awarded in 2019. 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