Disclaimers

Barron’s: According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Burney Company self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings. More information

‍Financial Times: For RIAs to qualify for the FT 300, the Financial Times considered advisor AUM that had to be $300 million or more, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times for inclusion in the FT 300. More information

‍Forbes 100 Fastest Growing RIA Firms for 2016: To be considered for this ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. More information

‍Northern Virginia Magazine: The Top Financial Professionals listing is created from survey votes by peers in the financial industry from the following categories: broker, financial planner, insurance adviser, investment adviser and tax accountant. More information