Barron’s Top 1,200 State by State Advisors
“We are thrilled to congratulate Michael Porter and Jeremy Lambert on being recognized by Barron’s as two of the best advisors in the country. Their dedication to guiding clients toward their financial goals exemplifies the core values of our firm. They consistently deliver personalized, comprehensive wealth management advice, and we take pride in supporting them with the resources and tools they need to succeed,” said Kevin Reed, President of the firm’s Private Client Group.
The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't 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. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for
a doctor—interviewing multiple professionals and getting opinions from multiple third parties. For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
