For over twenty years, Erik has provided investment and financial advice to some of the Northwest’s most successful entrepreneurs and corporate executives. This recognition would not be possible without our client’s support.
The report, America’s Top 1,200 Financial Advisors, ranks the top advisors in each of the 50 states, plus the District of Columbia, with the number of spots determined by each state’s population and wealth. Barron’s weighed criteria such as assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. The complete ranking can be found here. Note: The list is organized alphabetically by state.
Disclosure: The rankings were based on data provided by around 6,000 of the nation’s most productive advisors. Find Barron’s complete methodology here. Ranking is not indicative of advisor’s future performance