The 2019 Top 100 Independent Advisors

HoyleCohen is proud to again be recognized in the Top 100 Independent Advisors of 2019 as identified by Barron’s. You can check out the listing published by Barron’s by clicking here. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for their firms, and the quality of the advisors’ practices.

While the rankings take into account assets under management and growth, much of the application focuses how advisors and others are encouraged and supported in their professional development paths, creative solutions and offerings, and client and employee retention. Barron’s also considers participation in community and philanthropic endeavors by the firm and its employees.

Each advisor and team member at HoyleCohen strives to better the lives of their clients and teams every day through caring, dedication and passion to be the best.

Disclosure provided by Barron’s: 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.

Additional Disclosures: Barron’s requested HoyleCohen apply for this ranking. The information for the ranking was compiled by HoyleCohen, 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. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. 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.