Barron’s Advisor Summits
How do I register to attend?
All Barron's Advisor Summits are invitation-only events. If you received an invitation, please refer to it for RSVP links. If you are interested in attending and have not received an invitation, please click here.
What is included in the ticket price?
The ticket price includes attendance to the three-day conference, speaker content, and scheduled meals.
Are guests allowed to attend?
As all Barron's Advisor Summits are invitation-only events, any special requests must be made by e-mail (at the time of registration) so we can determine the type of guest you would like to invite. Spouses are not permitted unless otherwise approved in advance.
Please send your requests to email@example.com.
What is the dress code?
The dress code for all Barron's Advisor Summits is business attire.
What is your cancellation policy?
All cancellations are subject to a $50 cancellation fee if made prior to three weeks from the start of the event. If a cancellation is made within three weeks from the start of the event, there will be no refunds.
How much does it cost to attend?
How do I book hotel and travel?
Once registered, you will receive a confirmation e-mail with details. We do not supply hotel group block information prior to registration. All hotel reservations, flights and transfers are the responsibility of the attendee.
Can I invite a fellow advisor?
Are your rankings open to everyone?
Yes, but we have minimum requirements for each list. Refer to the relevant ranking for specific requirements.
Is there an application fee?
Barron’s rankings are an ad-supported editorial product for our readers. There is no fee for participation.
What is the deadline for applying to the rankings?
We publish rankings throughout the year. Refer to the relevant ranking for specific dates.
How do you determine the final list of top advisors?
Advisors complete a 102-question survey which is vetted by their compliance department. That data is entered into a ranking formula that is refined year over year to improve its fairness and accuracy. For more information on our mythology, visit here.
Can I still be ranked if I have a U4 violation?
Yes. We consider the number and severity of any violations against the length of your career and adjust scoring accordingly.
If I attend Barron’s Advisor events, will it help me make the list?
Conference attendance/participation has no bearing on the rankings. Our rankings are based on verified data. There is no subjective ranking criteria.
Why do the rankings publish team assets?
These are individual advisor rankings, not team; although we publish the team assets as, from our readers’ perspective, this is a better gauge of the ranked advisors’ practices.
Are the rankings just a list of advisors with big AUMs?
The ranking is not a descending asset/revenue list. Instead we use a complex formula with various weightings of all the data (excluding the obvious name, firm, etc. questions) that is submitted by each advisor.
Where can I find the rankings?
How do I get featured in the section in Barron’s?