Apply to the Barron’s Top Adviser Rankings

Application to Australia's 2020 Top Financial Adviser Ranking closes 1 June 2020, 10:00 AM Australian Eastern (AEST)

Founded by Clarence Barron, editor of The Wall Street Journal in 1921, Barron's is considered one of the most respected financial magazines in America. Barron’s has been ranking financial advisers and hosting premier wealth management events since 2004. Four years ago, we expanded our mission to Australia in partnership with The Australian's business magazine, The Deal.

view 2019 ranking

Barron’s Top Advisers Methodology

The goal of our rankings is to shine a spotlight on the best financial advisers, with an eye towards raising standards in the industry. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.

Advisers who wish to be ranked fill out a comprehensive application about their practice. We verify that data with the advisers’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories we do multiple sub-calculations.

The rankings are meant as a starting point for clients looking for an adviser—a first-pass vetting that can help investors narrow a search. Every adviser will have his or her own approach to investing, financial planning and other services. Clients are encouraged to approach a search for an adviser the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.

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