Shows the five top currencies in which the fund has the largest exposure. When more than one portfolio manager manages a fund, the average tenure of the managers is listed. 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. Investment performance is not a criterion. The amount of money borrowed by a company in issuing a bond or other fixed income security. 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. Investment performance is not a criterion. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Welcome About PWM Approach Location Welcome Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. Reuters accepts nominations from Financial Advisors. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. 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. 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 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Investment performance is not a criterion. 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. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. Last updated: February 18, 2023 Most balanced portfolios are invested in stocks, bonds and money market instruments. PLANADVISER Top 100 Retirement Plan Advisers 2020. 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. 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 6/30/16 - 6/30/17. 1/26/2022. Covers the U.S. investment-grade fixed-rate bond market, including government and credit securities, agency mortgage pass through securities, asset-backed securities, and commercial mortgage-based securities. 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. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2020) awarded in 2020. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Can also include preferred stock. The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. 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 6/30/19 - 6/30/20. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. The goal of an investment strategy followed by an investor or investment manager. On Wall Streets Top 100 Branch Manager Honorees. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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 6/30/15 - 6/30/16. This ranking is not indicative of the Financial Advisors future performance. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Small-cap value funds typically have a below-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. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Commercial paper represents a large portion of the so-called money market. 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. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2020 Forbes Best-In- State Wealth Advisors. You'd imagine any private wealth management firm will roll out the red carpet and go out of their way to serve their clients. She is responsible for the teams workflow and exceeding our clients' expectations on customer service. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. 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 advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. 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 2022. This ranking is not indicative of the Financial Advisors future performance. The ownership interest of common and preferred stockholders in a company. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Nominees must be women retirement plan advisors with their own book of business. 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 Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2021) awarded in 2021. These criteria are utilized for each of the categories in which this award is given. As technology links us closer together and regulatory barriers are broken down, the firm is in a unique position to address the increasingly global needs of our clients. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The index is designed to be a highly liquid and diversified benchmark for commodities as an asset class. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The teams are ranked on a variety of factors, including their size and shape, their. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. Job specializations: Finance. This award was issued in 2015 and based on the evaluation process below. Short-term adjustments seek to capitalize on temporary market distortions. This ranking is not indicative of the Financial Advisors future performance. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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. A portfolio containing several different investment types. Investment performance is not a criterion. Indicates the short- and long-term investment returns earned by the fund, along with the returns of its benchmark and/or index. Investment performance is not a criterion. Average of the reinvested performance of funds that invest at least 65% of their assets in municipal debt issues in the top four credit ratings. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Morgan Stanley is not affiliated with Greenwich Associates. 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 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. 0. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Investment performance is not a criterion. Barrons Top Women Advisors Summit Attendees 2015 Summit. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. A sub-segment of the questions was used to determine eligibility for the Top 100. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Investment performance is not a criterion. The return for each country is weighted on the basis of its market capitalization. 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 2013. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. For more information, see www.SHOOKresearch.com. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. Generally, the longer a funds average duration, the more sensitive it will be to changes in interest rates. Includes all Real Estate Investment Trusts (REITs) that are publicly traded and members of the three major stock exchanges (NYSE, AMEX and NASDAQ). Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Country Value/Growth indices are then aggregated into regional Value/Growth indices. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience . This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Measures the performance of those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. 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 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. We are proud that they have been recognized by Barron's as among the best Financial Advisors in the country. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Please see MSCI Growth/Value Indices for definition. Capitalization (Weighted) - the portfolio-weighted simple mean of all stocks capitalizations in a portfolio. 2021 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2018) awarded in 2018. This statistic is obtained by subtracting the benchmark return from the funds return. This ranking is not indicative of the Financial Advisors future performance. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. This ranking is not indicative of the Financial Advisors future performance. The CPI is equal to the sum of prices of a number of goods purchased by consumers and weighted by the proportion each represents in a typical consumers budget. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. 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. You have unique needs, challenges, limitations and aspirations. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Source: planadviser.com (May 2022) awarded in 2022. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Morgan Stanley Private Wealth Management Aug 2011 - Present 11 years 9 months. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Greenwich Associates 2018 Quality Leader Award. This ranking is not indicative of the Financial Advisors future performance. The stocks are also members of the Russell 1000 Growth index. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves.