Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. The number of individuals contacted varies based on the size of the local market. For more information on ranking methodology, go to www.WCorg.com. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. Morgan Stanley Historical Prices Nov. 07 2022 Dec. 07 2022 Download Reset Price change over selected period: 2.27% +1.94 Morgan Stanley Analyst Data Total Analysts: 45 Buy Ratings: 30. 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. This award was issued in 2019 and based on the evaluation process below. 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. This ranking is not indicative of the Financial Advisors 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. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 0000009993 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. [z8m *sA97 The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 320 75 This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 2016 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. 2017 Financial Times 401 Top Retirement Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Kinder Morgan has established the following schedule of holidays for 2022: Friday, December 31, 2021 New Year's Day-KM Designated Holiday Monday, January 17 MLK Day Friday, April 15 Good Friday Monday, May 30 Memorial Day Monday, July 4 Independence Day Monday, September 5 Labor Day Thursday, November 24 Thanksgiving Day Friday, November 25 Thanksgiving Day-KM Designated Holiday This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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 to obtain or use the ranking. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 Barron's during the period from Dec 2016 - Dec 2017. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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 6/30/17 - 6/30/18. This ranking is not indicative of the Financial Advisors future performance. 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. 2021 Forbes Best-In- State Wealth Advisors. 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. representatives to gather wealth manager nominations. This award was issued in 2012 and based on the evaluation process below. 0000895932 00000 n Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 0000062987 00000 n 0000074001 00000 n Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking 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. 4 min read Updates to stock plan platforms unify and personalize the user experience. 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. For more information, see www.SHOOKresearch.com. Nominated advisors are then asked to complete an extensive survey. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking 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. Investment performance is not a criterion. 2013 Barron's Top 100 Women Financial Advisors. 0000012902 00000 n For more on methodology please go to www.ft.com/reports. 0000057953 00000 n This ranking is not indicative of the Financial Advisors future performance. 2022 Forbes Americas Top Wealth Management Teams. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 2018 Barron's Top 50 Institutional Consultants. 2015 Barron's Top 100 Women Financial Advisors. %PDF-1.4 % 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. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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. 0000034390 00000 n 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. 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