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Congratulations to Australia's
​Top 100 Financial Advisers of 2020!

Barron's magazine has tracked and rated America's best advisers for 17 years. In partnership with The Australian, we created this fourth annual listing of Australian financial advisers, which features an expanded list of 100 leading advisers. We sincerely congratulate our outstanding top advisers who strive to deliver deep value and exceptional service for their clients.  

​We invite you to promote your recent achievement with the link to the listing and the logos provided below.  
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What are attendees saying about Barron’s Advisor Summits?

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The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.
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Where else an you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.
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The agenda was just the right mix of industry and practice management.
The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.
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Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.
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The quality of the advisers is excellent and the agenda includes wide-ranging and timely, topical sessions.
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Who We Are

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 included a deeper pool or advisors from multiple countries, but we remain committed to our core values: raising the bar of service for wealth managers. ​

The typical Barron’s Advisor Summit attendee has...

19​
years experience

99%​
client retention rate

22%​
5-year FUA growth

$4.5m​
average account size

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Who We Are

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 included a deeper pool or advisors from multiple countries, but we remain committed to our core values: raising the bar of service for wealth managers. ​

What can I expect from a Barron’s Summit?

Who You Will Meet
​

The Top Financial Advisers—honored each year in The Australian’s June issue—convene to lead the event’s sessions. Also invited are a select group of 150 additional advisers who have shown top-flight performance within their firms.
Why They Are Here
​

To meet and network with thought leaders in the financial advisery profession. Participating firms send their most highly-valued talent here as an effective avenue for developing professional skill sets.

Take advantage of this rare chance to commingle and build relationships with the upper echelon of financial advisers, right when they’re highly receptive to innovative thinking in navigating the markets.
Reasons to Attend
Barron’s Australia Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
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Networking

Our by invitation only conferences convene elite tier practitioners
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Thought Leadership

We pride ourselves in presenting the most forward-looking content
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Practice Management

The industry’s most successful advisors share their secrets
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Continuing Education

Many of our sessions are eligible for CE credits

The typical Barron’s Summit attendee has...

19​
years experience

99%​
client retention rate

22%​
5-year FUA growth

$4.5m​
average account size

What are attendees saying about Barron’s Advisor Summits?

Picture
The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.
Picture
Where else an you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.
Picture
The agenda was just the right mix of industry and practice management.
The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.
Picture
Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.
Picture
The quality of the advisers is excellent and the agenda includes wide-ranging and timely, topical sessions.
Picture
 
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • ESG-Impact
    • Regionals
  • Rankings
  • Hall of Fame
  • News