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The Measure of Success
Barron’s Advisor is an international community of wealth managers that has been created over the past two decades. Comprised of the top 0.5% of investment professionals, these elite practitioners continue to redefine the trade craft of financial services excellence. Barron’s Advisor seeks to chronicle these achievements, as well as to serve this unique space within the financial services industry. Through legendary summit conferences, expanded editorial services, and advanced ranking systems and technology, we are proud to be part of this community that continues to create the measure of success.

Our History

Barron's began ranking financial advisors in 2004 to promote the best aspects of the wealth management industry. We held our first summit a year later. In 2006, we expanded our rankings beyond traditional brokerages to include top women and top independent advisors. In the intervening decades, our community of top advisors has expanded to include a deeper pool of advisors from multiple countries, but we remain committed to our core values: raising the bar of service for wealth managers. ​

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Expanding Our Mission
For over 15 years, Barron’s has promoted the best in the wealth management profession. Even as our industry ​continues to grow and evolve, integrity remains integral to our editorial and commercial DNA.
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Improved Rankings

At Barron’s Advisor, we believe that success is measurable. That is why since 2004, the analytics and methodologies behind our ranking systems are transparent, quantitative, and unbiased. As a result, Barron’s rankings are renowned for the ability to reveal what true success looks like.

Domestically, our rankings appear in the print and online editions of Barron’s and The Wall Street Journal. Barron’s Advisor harnesses this ranking technology for wealth managers and clients alike, offering advanced tools and technology to measure, define, and build businesses. ​

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Expanded Editorial

Since 1921, investors have relied on the respected pages of Barron’s for the ideas and deep analysis they can’t get anywhere else. Barron’s Advisor leverages this heritage to offer exclusive editorial content for its international community of top wealth managers and their clients. From practice management and team building, to sophisticated viewpoints on wealth management, these expanded editorial offerings give wealth managers and clients insight into emerging issues. ​

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Global Community

When it comes to hosting leadership summits, no one has been doing it longer or better than Barron’s Advisor. Since 2005, Barron’s Advisor has been offering exclusive events for wealth managers who have earned a top ranking, as well as those exceptional non-ranked advisors who have passed our stringent AUM threshold.

​Our summits provide wealth managers the opportunity to network with other top advisors regarding their experiences and expertise on building successful advisory practices. In addition, the professional content offered at our summits is carefully curated to highlight essential topics for advanced practitioners. These conferences are hosted nationally, internationally and regionally, and participation is by invitation only.

 
Barron's Advisor Summits
Barron’s Advisor held its first Top 100 Summit in the Pierre Hotel with a small group of the nation's top advisors. Since then, we have expanded to include a broad range of elite practices and business models—all with the goal of raising the standard of service for the whole industry. 

Independent Summit

March 15-17, 2023
Omni Dallas

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Teams Summit

May 8-10, 2023
The Bellagio

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Australia Summit

9-10 October 2023
Melbourne, VIC

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100 Summit

September 18-20, 2023
The Phoenician

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APPLY

Hall of Fame Summit

2024
To Be Announced

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Women Summit

November 29-December 1, 2023
​The Breakers, Palm Beach

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Regional Summits

Year-Round
Nationally

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Past Speakers
Kareem Abdul-Jabbar, NBA Legend
Bobbi Brown, Founder Bobbi Brown
Pauline Brown, Former CEO LVMH
James Clapper, Former Director of National Intelligence
Geena Davis, Award-Winning Actress
Peter Diamandis, Chairman and CEO, X PRIZE Foundation
Mick Ebeling, CEO, Not Impossible Labs
Scott Harrison, Founder and CEO, Charity: Water
Michael Hayden, Retired U.S. Air Force Four-Star General
Jennifer Hyman, Co-Founder, Rent The Runway
Sugar Ray Leonard, Boxing Legend
Peyton Manning, Former NFL Quarterback
Diana Nyad, Record-Breaking Long Distance Swimmer, Sports Journalist
Robert O’Neill, Former SEAL Team Six Leader
Alexis Ohanian, Co-Founder, Reddit, Initialized Capital
Julie Rice, Co-Founder, SoulCycle
Gloria Steinem, Activist
Martha Stewart, CEO and Media Mogul
Joe Torre, Executive Vice President for Baseball Operations for Major League Baseball
Diane Von Furstenberg, Fashion Designer
Alli Webb, Founder, Drybar
Danielle Weisberg and Carly Zakin, Co‐Founders, The Skimm
Venus Williams, Professional Tennis Player
Cameron and Tyler Winklevoss, Co-Founders, Gemini
Jo Malone CBE, Founder, Jo Loves
Our Team
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Jack Otter
Global Head, Wealth & Asset Management

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Greg Bartalos
Editor-in-Chief

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Matthew Barthel
Executive Editor

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Eileen Cho
Research Manager

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Chola Cortes
Manager, Advisor Programs

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April Ferrell
Global Managing Director, Asset Management

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Andrew Welsch
Reporter

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Dorothy Gelormino
Associate Director, Wealth Management & Membership

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Teresa Holliday
Marketing Coordinator

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Owen McEvoy
Research Associate

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Kelly Myers
Research Analyst

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Sandy Ng
Art Director

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Jennifer Pedone
Research Manager

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Gisele Prata
Events Manager

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Jenna Sabia Mathis
Director, Programming, Barron's Advisor Programs

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Erin Shelley
Director, Events & Experience

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Ross Snel
Associate Editor

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Amey Stone
Editor

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Linda Tran Tutovan
Art Director

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Michelle Trott
Marketing Manager

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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • Regionals
  • Rankings
  • Hall of Fame
  • News