Three Rochester area wealth advisors have been named to the Barron’s 2023 Top 1,200 Financial Advisors list.
Barron’s analyzed comprehensive data from about 5,600 of the nation’s advisors in all 50 states, plus the District of Columbia.
The annual ranking evaluates the advisor’s expertise, experience and qualitative information regarding the firm’s team to serve as a starting point for clients pursuing an advisor.
Barron’s factors in assets under management, revenue generated for the firm, regulatory record, quality of practice and philanthropic work.
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