September 17, 2018 – We are pleased to announce that Mark Delfino, CEO and Managing Director of HoyleCohen, LLC, has been named to Barron’s list of the Top 100 Independent Financial Advisors.
“We are proud of what we have accomplished as a firm and are honored to be recognized by Barron’s as one of the Top 100 in an industry with over 12,500 Registered Investment Advisory firms and more than 250,000 financial advisors. But, our story has never been about rankings or numbers. It’s always been about our clients, and the recognition we value most is that of a happy client. We view client service as a privilege, and we never take it for granted. To us, recognitions like these are most valuable because they help give us exposure to others who we’d love to serve. We continue to be inspired by our clients’ aspirations and we intend to keep getting better, together, through the years and for decades to come.” – Mark Delfino.
Barron’s: Top 100 Independent Financial Advisors 2018 – Article (subscription required)
Disclosure: The ranking above reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Barron’s requested HoyleCohen to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. HoyleCohen did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication. Statistics on industry Registered Investment Advisors and total financial advisors derived from statista.com and the Department of Labor, respectively.
