Peter Sargent Named Barron's Top 1,200 Financial Advisor

Peter has been named a Barron's Top 1,200 Financial Advisor in 2009, 2010, 2012, and each year since 2017.
Award Photo

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. 

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