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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.

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