Welcome to Research magazine’s Advisor Hall of Fame, now in its 16th year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
Finding the nation’s finest financial advisors is made possible by the wisdom and discernment of our panel of five distinguished judges (named on the last page of this article). Their discriminating judgment has enriched our Hall of Fame with six extraordinary new members. With no further ado, here are their stories.