Barron’s Honors 100 Wells Fargo Financial Advisors In 2015 "Top 1,200 Financial Advisors In America"
St. Louis, March 3, 2015 - Barron's has recognized 100 financial advisors from Wells Fargo Advisors in its annual ranking of the nation's "Top 1,200 Financial Advisors."
This exclusive, state-by-state list includes advisors from 34 states and the District of Columbia across the firm’s three channels – the Private Client Group, Wealth Brokerage Services and the independent channel, Wells Fargo Advisors Financial Network.
The following advisors from the firm took top honors on their respective state lists:
- Wayne Pichon and Margaret Price of Anchorage, Alaska
- Steven Hefter of Deerfield, Illinois
- Mark Lippman of Linwood, New Jersey
- Jeff Blumenthal of Oklahoma City, Oklahoma
- Joe Montgomery of Williamsburg, Virginia
Winner's Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors. Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment –picking abilities.
Barron's (www.barrons.com) is a premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what's likely to happen in the market in the days and weeks to come.
About Wells Fargo Advisors
With $1.4 trillion in client assets as of December 31, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,187 full-service financial advisors and 3,852 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, L.L.C.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.7 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, 12,500 ATMs, and the internet (wellsfargo.com),and has offices in 36 countries to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2014 rankings of America’s largest corporations. Wells Fargo's vision is to satisfy all our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and