This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The rating is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. NABCAP Premier Wealth Advisors (5-Star Local List). This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/16 - 9/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. These criteria are utilized for each of the categories in which this award is given. UBS Wealth Management MADISON, WI $4.4B. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. 2013 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. 2018 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. He. For more information, see www.SHOOKresearch.com. Learn about our security measures and use our resources and ideas to help protect yourself online. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Find 3000 listings related to Alan Whitman Morgan Stanley in Santa Monica on YP.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2016 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2018) awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/17 - 3/31/18. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Wealth Management , Neighbor This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2018 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. This award was issued in 2022 and based on the evaluation process below. New York. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Copy Credits - Free ebook download as Excel Spreadsheet (.xls / .xlsx), PDF File (.pdf), Text File (.txt) or read book online for free. Little Plum. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Source: planadviser.com (May 2022) awarded in 2022. Contact our team to learn more or click here for more details. Firms review and approve nominations of individuals who match the ASPPA Award criteria. This ranking is not indicative of the Financial Advisors future performance. On Wall Streets Top 75 Branch Managers 2018. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. For more information, see www.SHOOKresearch.com. Heading into 2023, its time to take stock of your budget, debt and investmentsand check them against your financial goals. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. For more information, see www.SHOOKresearch.com. 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