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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. 

Barron’s 100 Summit

SEPTEMBER 23–OCTOBER 2, 2021
VIRTUAL + INPERSON

Learn More
ATTEND

Barron’s London Summit

NOVEMBER 12, 2020
VIRTUAL

Barron’s Women Summit

DECEMBER 7-11, 2020
​VIRTUAL

ATTEND

Barron’s Teams Summit

MAY, 2021
VIRTUAL

Learn More
ATTEND

Barron’s Australia Summit

FEBRUARY 2021
SYDNEY, AUSTRALIA

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ATTEND

Barron’s Independent Summit

MARCH 22-24, 2021
LOUISVILLE, KY

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ATTEND

Barron’s Institutional Summit

SPRING 2021
NEW YORK, NY

Barron’s ESG + Impact Summit

SPRING 2021
​NEW YORK, NY

Barron’s Regional Summits

YEAR-ROUND
NATIONALLY

Learn More
ATTEND
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
Our Team
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Jack Otter
Global Head, Wealth & Asset Management

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Matthew Barthel
Executive Editor

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John Bolling
Manager, Marketing and Technology

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Eileen Cho
Research Analyst

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Chola Cortes
Manager, Advisor Programs

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April Ferrell
Global Managing Director, Asset Management

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Dorothy Gelormino
Senior Advisor Programs Consultant

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Brendan Garfinkel
Content Development Coordinator

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Beverly Goodman
Editorial Director, Investing & Asset Management

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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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Anna Radford
Marketing Coordinator

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Erin Shelley
Director, Events & Experience

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Ross Snel
Editor, Barron's Advisor Newsletters

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Elinor Solnick
Conference Coordinator

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Sydney Tretter
Content Development Strategist

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Brendan Yetter
Director, Marketing & Digital Strategy

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  • Home
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    • Australia
    • Independent
    • 100
    • Women
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  • News