2023 Forbes Americas Top Wealth Management Teams. Investment performance is not a criterion. Investment performance is not a criterion. 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. Indicates the short- and long-term investment returns earned by the fund, along with the returns of its benchmark and/or index. 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. The ratings used in this calculation are from Standard & Poors, with AAA being the highest possible rating. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. Check the background of Our Firm and Investment Professionals on. 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. For more information, see www.SHOOKresearch.com. A representative sample of 500 leading companies in leading industries of the U.S. economy. 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. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Many investors see Alpha as a measurement of the value added or subtracted by a fund manager. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Ratio of the funds overall performance to the benchmarks overall performance, considering only periods that are negative in the benchmark. Securities Agent: PR, UT, NH, NY, ID, WY, WA, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NC, MO, MI, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, MN; General Securities Representative; Investment Advisor Representative. MSCI Emerging Equity Markets Gross Dividend Index. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. With over 30 years of global investment experience, Morgan Stanley Investment Management (MSIM) offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. A breakdown of the portfolio between domestic and foreign securities may also be indicated. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. 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""). 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. 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. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. 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. representatives to gather wealth manager nominations. Utilizing a consultative approach, Harry works closely with his clients to design and implement strategies that build, preserve and ultimately transfer his clients wealth. Some of these countries include: Argentina, Greece, India, Malaysia, Portugal, and Turkey. 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, 2018. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Investment performance is not a criterion. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. An investment objective in which protecting the investors initial investment from loss is the primary goal. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Although the S&P 500 focuses on the large-cap segment of the market, with over 80% coverage of U.S. equities, it is also an ideal proxy for the total market. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Times Top 401 Retirement Plan Advisors 2018. This statistic is obtained by subtracting the benchmark return from the funds return. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Diversification does not ensure against loss. Investment performance is not a criterion. Citigroup Non-U.S. Government Bond Index (Un-Hedged). 2009 Barron's Top 1,000 Financial Advisors: State-by-State. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is not indicative of the Financial Advisors future performance. It is derived by adding the market capitalization of all stocks held in the funds portfolio and dividing by the total number of stocks in the portfolio. 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. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. All securities were classified as either value securities (low P/BV securities) or growth securities (high P/BV securities), relative to each MSCI country index. 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. 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 3/31/16 - 3/31/17. 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 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. This ranking is not indicative of the Financial Advisors future performance. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Private Wealth Management focuses exclusively on helping affluent families and individuals address the complex, multidimensional challenges of managing significant wealth. 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: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Stocks that are trading at a discounted price relative to the companys perceived worth, earnings or cash flow. Rankings are based on the opinions of Barron's 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. How an investment manager implements an investment style. 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. A term encompassing all the securities markets in which stocks, bonds and money market instruments are traded. The award is not indicative of the Financial Advisors future performance. 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 Barron's during the period from Mar 2014 - Mar 2015. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Research Magazine's 130 Top-Ranked Advisor Teams in America. This ranking is not indicative of the Financial Advisors future performance. Free float-adjusted market capitalization index that is designed to measure equity market performance in the global developed and emerging markets excluding U.S. Free float-adjusted market capitalization index that is designed to measure equity performance in the global developed and emerging markets. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. An attempt to sell investments before they decrease in value and buying them when they are about to increase in value. MSCI EAFE and Emerging Markets Growth/ Value Indices. Represents the Standard Deviation of the Excess Return. 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. First Republic Investment Management, Inc. Los Angeles CA $ 5-100mm $ 1mm : $ 12.6B: 4. .
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