Ranking algorithm is based on quality of practice, including: telephone and in - person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. (raymondjames.com)
Factors weighed include quality of practice, client retention, experience, compliance records, firm nominations, AUM, revenue, and best practices learned through extensive phone and in - person interviews. (pagnatokarp.com)
Developed by Shook Research, Forbes 200 ranking based on overall quality of practice and algorithm of qualitative / quantitative data received in nominations from over 11,000 professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. (pagnatokarp.com)