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The 2020 Top 100 Independent Advisors

 

HoyleCohen is proud to again be recognized in the Top 100 Independent Advisors of 2020 as identified by Barron’s.  We were ranked #57 in the most recent rankings, up from #70 in 2019.

It’s an honor to be on the Barron’s list as these rankings consider the quality of each firm’s advisory practice as well as its size. In fact, much of the application focuses on client and employee retention, teamwork and support, and professional development. Barron’s also considers participation in community and philanthropic endeavors by the firm and its employees.

Each HoyleCohen advisor and team member strives to better the lives of our clients and our firm every day through caring, dedication and passion, which makes this honor all the better. Congrats to the HoyleCohen team for their dedication and recognition for excellence.

You can access the listing and read an article on the changing landscape of the advisory industry by clicking here.

 

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.

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

You can now find HoyleCohen at
Focus Partners Wealth.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!

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HoyleCohen Ranked #57 of the Top 100 Independent Advisors by Barron’s
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
AEP ACCREDITED ESTATE PLANNER CREDENTIAL
CHFC CHARTERED FINANCIAL CONSULTANT CREDENTIAL
CLU CHARTERED LIFE UNDERWRITER CREDENTIAL
CFA CHARTERED FINANCIAL ANALYST CREDENTIAL
CAIA CHARTERED ALTERNATIVE INVESTMENT ANALYST CREDENTIAL
MSF MASTER OF SCIENCE IN FINANCE CREDENTIAL
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
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