Barron's Advisor

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.

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.

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.

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.

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.