The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The FT 400 Top Financial Advisers | Financial Times Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. Assets under management are as of the end of the first quarter 2014. This ranking is not indicative of the Financial Advisors future performance. 2022 Barron's Top 100 Institutional Consulting Teams. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Investment performance is not a criterion. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. This award was issued in 2019 and based on the evaluation process below. Laila Pence Pence Wealth Management Newport Beach California $500K $1.6B $1-30M $1-30M 6.. 2015 Financial Times 400 Top Financial Advisors. The ease with which investments can be bought or sold quickly without having a major impact on the price of those investments. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. First Republic Investment Management, Inc. Los Angeles CA $ 5-100mm $ 1mm : $ 12.6B: 4. . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Share a new report in collaboration with the Aspen Institute. A representative sample of 500 leading companies in leading industries of the U.S. economy. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Private Family Wealth Partners - Los Angeles, CA | UBS Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. The rating may not be representative of any one clients experience. The MBS Index is formed by grouping the universe of over one million individual fixed-rate MBS pools into approximately 2,900 generic aggregates (although only a certain number meet the index criteria). Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 - 3/31/22. This ranking is not indicative of the Financial Advisors future performance. Statistical median of all of the securities capitalizations in a portfolio. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Earnings Per Share (EPS) Growth, Next 5 Years. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Top Millennial Advisors - Forbes Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. The List: Top 100 Wirehouse Advisors in America - Wealth Management Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Composed of publicly issued, fixed rate, non-convertible domestic debt in three major classifications: industrial, utility, financial, as well as the domestic debt of the U.S. Government of any agency thereof. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Some of these countries include: Argentina, Greece, India, Malaysia, Portugal, and Turkey. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Source: napa-net.org (November 2015) awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. Generally regarded as a time period of 5 to 10 years. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. The overall performance of an investment includes any income and realized and unrealized capital gains/ losses. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Total market value is determined by multiplying the price of its stock by the number of shares outstanding. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Art Collection and Wealth Management | Morgan Stanley Wealth Management Aug 24, 2022 Wealth Planning Principles for Art Art offers many intangible benefits, and it can have implications for your overall wealth. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Information on market capitalization cycles, such as large-cap value and growth and small-cap value and growth, is shown relative to the appropriate style of the fund. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), and Asset Management. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Composite portfolio of equity (stock market) total returns for countries of Europe, Australia, New Zealand and the Far East. Weighted-average term to maturity of the bonds in the funds portfolio. Cash payment made by a company to stockholders. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2016. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Earnings estimates are obtained from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Firms review and approve nominations of individuals who match the ASPPA Award criteria. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. Learn about our internships, analyst programs and job openings. Calculated by creating a weighted average of the stated maturities for the bonds in a funds portfolio. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Investing in these countries is perceived as less risky because they are generally considered more politically and/ or economically stable than countries in the Emerging Markets. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Small-cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P Small Cap 600 Index. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. For more information, see www.SHOOKresearch.com. Set themselves apart by offering comprehensive financial wellness benefits. 2020 Barron's Top 50 Private Wealth Management Teams. Annualized percentage change between the most recent actual fiscal year EPS and the 5-year EPS consensus forecast from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. For more information, see www.SHOOKresearch.com. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 5 Ways JPMorgan Stands to Win From First Republic's Failure Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Los Angeles Private Wealth Management Complex Office - Morgan Stanley 401kWire's 300 Most Influential DC Advisors 2011. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Client Services Associate Salaries in California This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2016 Barron's Top 30 Institutional Consultants. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. For more information, see www.SHOOKresearch.com. Measures the performance of those Russell 2500 companies with higher price-to-book ratios and higher forecasted growth values. For more on methodology please go to www.ft.com/reports. Debt securities, such as bonds and money market instruments, with specified interest and principal payment dates and amounts. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Coalition Greenwich is a division of CRISIL. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. An average of the reinvested performance of funds that invest primarily in U.S. dollar and non-U.S. dollar debt securities located in at least three countries, excluding the United States, except in periods of market weakness. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. Career Opportunities Search | Morgan Stanley Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. The change in value of an investment or portfolio over a specific period of time. Nominees must be women retirement plan advisors with their own book of business. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 - 3/31/23. This ranking is not indicative of the Financial Advisors future performance. Now, use it to your full potential at Morgan Stanley. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2019) awarded in 2019. Investment performance is not a criterion.
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