Barron’s 2017 ‘Top 1,200 Financial Advisors in America’ Honors 81 Financial Advisors from Wells Fargo Advisors
ST. LOUIS, March 15, 2017 - Barron’s has recognized 81 financial advisors from Wells Fargo Advisors in its annual ranking of the nation’s "Top 1,200 Financial Advisors by State."
This exclusive, state-by-state list includes advisors from 28 states and the District of Columbia across the firm’s retail and wealth brokerage channels as well as its independent advisor channel, Wells Fargo Advisors Financial Network.
The following advisors from the firm took top honors on their respective state lists:
- Margaret Price of Anchorage, Alaska
- Steven Hefter of Highland Park, Illinois
- William Oliver of Charlotte, North Carolina
- Thomas Moran of Naples, Florida
Winner's Circle, a Barron’s research organization, produced the rankings based on data provided by thousands of the nation’s most productive advisors. Factors including in the ranking were assets under management, 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.
About Wells Fargo Advisors
With $1.5 trillion in client assets as of December 31, 2016, Wells Fargo Advisors provides investment advice and guidance to clients through 14,882 full-service financial advisors and 3,954 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 Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC, (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC, as of December 31, 2016. www.wellsfargoadvisors.com
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.