WELLESLEY, MA -– GW & Wade, LLC is proud to announce that for the third year it has been named a Top 100 Independent Wealth Advisor by Barron’s Magazine. Barron's 2017 Top 100 Independent Wealth Advisors list recognizes the premier independent advisors in the nation, ranked in part according to assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
“The Barron’s list represents premier financial advisory firms nationwide, all held to the fiduciary standard of putting clients’ needs first,” said Neil Goldberg, Principal at GW & Wade, LLC. “We are thrilled to be included in the Barron’s list of Top 100 Independent Wealth Advisors, and sincerely appreciate this recognition of our highly talented teams of tax-attorneys, CPAs and investment advisors.”
GW & Wade was also ranked by Boston Business Journal for Total Assets Under Management among the top 25 MA-Based Advisers, and recognized by FA Magazine as one of the Top 50 Fastest-Growing Firms.
Thanks to our loyal clients – we couldn’t have done it without you!
For the full rankings and further information on the publications:
About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.
More information on the company can be found at www.gwwade.com.
Laurie Wexler Gerber, Client Development
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GW & Wade is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of GW & Wade or its Counselors by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized firm on the employee’s behalf. Rankings are generally limited to participating advisors.
The Barron’s rankings are based on data provided directly by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Although the formula Barron's uses to rank advisors is proprietary, it has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings. Neither GW & Wade nor any of its principals or employees paid a fee for inclusion in the Barron’s ranking.
The Boston Business Journal list includes only those firms that are headquartered in Massachusetts. Information is obtained from firm representatives. Firms are ranked based upon assets under management as of May 31, 2017.
This annual survey performed by FA Magazine is a means of measuring growth among independent advisors across the United States. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business. Data is provided by each firm, mostly from numbers and information published in each firm’s respective Form ADV, including assets under management. Each participating advisor is then ranked alongside its participating peers.