Barron's Ranks Clarfeld #2 in US on its 2017 Top 100 Independent Advisor List, and #1 in NY for 9th Straight Year
TARRYTOWN, New York, Sept. 18, 2017 /PRNewswire/ -- Rob Clarfeld, CEO of Clarfeld Financial Advisors, has been ranked #2 on the Barron's nationwide "Top 100 Independent Financial Advisors for 2017" list, up from #4 last year. Barron's has ranked Clarfeld among the U.S.'s top eight elite advisors, and New York's #1 advisor, every year since 2009.
"We are humbled and honored to be ranked, for the ninth consecutive year, as one of the top independent financial advisors in the nation," said Rob Clarfeld, CEO of Clarfeld Financial Advisors. "Recognition among this elite group of professionals is a testament to our commitment to outstanding client service and technical expertise, delivered by our first-rate team."
The Barron's "Top 100 Independent Financial Advisors" ranking is determined by a rigorous and objective vetting process, in which they review the volume of assets overseen by the wealth advisor and his team, revenue generated for the firm and the quality of the advisor's practice including their investment philosophy, business practices, and contributions to the community and profession.
Notably, Forbes magazine ranked Clarfeld its top independent wealth manager for 2016. Clarfeld Financial Advisors has also been ranked among the best in the profession by the Financial Times and Bloomberg.
About Clarfeld Financial Advisors:
Headquartered in Westchester, New York with offices in New York City, Clarfeld is a leading wealth management firm and multi-family office. Clarfeld's team of attorneys, CFAs, CPAs and CFPs® seamlessly provide the full continuum of investment and wealth management and estate planning services; comprehensive income tax planning and compliance; and highly personalized concierge family office services. With 100 professionals, including 20 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while maintaining its boutique focus on each client's unique situation. Clarfeld presently manages over $6 billion in assets.
For further information, visit clarfeld.com or call (914) 846-0100.
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisors.
Media Contact:
Alexandra Attanasio
JConnelly
973-934-5100
aattanasio@jconnelly.com
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