In compiling its inaugural lists of Advisors to Watch, AdvisorHub received nominations from more than 189 firms and individual RIAs. Nominees were required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Advisors were ranked on the size and makeup of their practice; year-over-year growth; and professionalism and character. AdvisorHub does not receive compensation in exchange for placement on the ranking.
The ranking criteria is broken into three main categories: Scope of practice measured by assets, production, and level of service; growth of practice consisting of year-over-year growth in assets, households, and production; and lastly, professionalism which includes regulatory record, community service, and team diversity.
