Clarfeld Awards & Achievements

BARRON’S Ranks Clarfeld NY’s #1 Independent Wealth Advisor for EIGHTH Consecutive Year

TARRYTOWN, NY…For the eighth consecutive year, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, was ranked New York’s #1 wealth advisor on BARRON’S 2016 list of “Top 100 Independent Wealth Advisors.” With a score of 99.8 out of 100, Clarfeld ranked #4 nationally.

Notably, this honor follows the FORBES 2016 ranking of “America’s Top Wealth Advisors” which included advisors from the mega firms along with independent advisors. Forbes ranked Clarfeld America’s #1 boutique wealth manager (and RIA), #6 nationwide, sharing the top slots with advisors from the largest brokerage houses.

Barron’s rigorous, objective vetting process employs an in-depth qualitative and quantitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.

Barron’s differentiates Clarfeld’s integrated client service model: “His 35-year-old firm is unusual, even among independents, for its unbundled pricing. Many advisors charge a fixed fee based on assets under management, regardless of the complexity of a client’s financial needs. Clarfeld gains just half of its revenue this way; the rest come from financial planning, estate planning, multifamily-office services, and tax work. This approach, he maintains, can result in more customized—and fairer—compensation for both client and advisor.” Barron’s adds: “Clarfeld’s holistic-planning approach means that he often spots big challenges and opportunities that new clients weren’t aware of.”

For three decades, as a speaker and writer, Clarfeld has contributed to the wealth management profession. “I personally know many of Barron’s top ranked independent advisors, and respect their commitment to servicing clients with objectivity, expertise and compassion. Not only are they talented, but often have created the firm culture and infrastructure that has supported the talents of their colleagues. As the founder of a client-first boutique, I’m humbled and honored to be ranked among them,” says Clarfeld.

To view the article, click here.

Please Note: Rankings and/or recognition by unaffiliated rating services 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 Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

 

Clarfeld Ranked 6th, Top Boutique Advisor, Among Mega Firm Advisors on FORBES’ “America’s Top Wealth Advisors”

TARRYTOWN, NY… A boutique among giants, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, is the highest ranking boutique wealth advisor and Registered Investment Advisor (RIA) on FORBES’ 2016 Top Wealth Advisors. Ranked 6th, Clarfeld shares the top slots with advisors from three of the nation’s largest brokerage houses: Merrill Lynch, UBS and Morgan Stanley.

CLARFELD FINANCIAL ADVISORS’ expertise is comprehensive wealth management, investments and family office services. The CLARFELD team’s family office capabilities are described as “looking beyond asset allocation and catering to clients’ every personal need.”

“Investments are a critical part of our business” says Clarfeld. “But what really differentiates high quality boutiques from the large brokerage houses is the entrepreneurial approach to integrated wealth management, attributes that often are quite limited within the institutional culture of the mega firms.”

The FORBES article described CLARFELD’S passion for estate and tax planning, investments; financial concierge services such as bill paying and document management; and assistance during family emergencies that go “above-and-beyond” traditional service.

“We handle every aspect of planning, compliance, personal administration – the stuff that we all hate to do ourselves. We are both amused and motivated that after 35-years, and extensive industry recognition, we’re often told by clients that we are the profession’s best kept secret,” adds Clarfeld.

To view the whole article, click here.

Please Note: Rankings and/or recognition by unaffiliated rating services 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 Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

 

FECA HONORS CLARFELD FOR TWO DECADES OF AUTISM SUPPORT

April is National Autism Awareness Month, a time to increase public awareness and celebrate those who have championed the cause.

At its recent annual gala, the Foundation for Educating Children with Autism (FECA) honored Rob Clarfeld, CEO, and his colleagues at the wealth management firm, CLARFELD Wealth Strategists and Financial Confidantesä, for their ongoing dedication to FECA.

“There is one person…who, together with his family of colleagues and coworkers, holds the scepter, if not the crown, to the kingdom of unwavering devotion and support……and that is our dear friend Rob Clarfeld,” said Melanie Schaffran, President of FECA.

Read the full story here.

 

Clarfeld Financial Advisors, Inc. Earns the Schwab IMPACT® 2008 Best- in-Tech Award

Schwab Institutional® honored Clarfeld with the 2008 Best-in-Tech Award for Technology Excellence. The award was announced at the Schwab IMPACT Conference and, subsequently, in the Wall Street Journal. Clarfeld was recognized for its revolutionary technology platform, enabling Clarfeld’s “Financial ConfidantesTM” to optimize personal time with clients and focus on providing comprehensive financial planning, sophisticated tax and investment management services.

The IMPACT Awards® is a prestigious industry-wide program to honor advisors and firms that have advanced the independent investment advisory industry through their visionary leadership, operational excellence and technological innovation. The Best-in-Tech Award honors a firm’s exemplary use of technology to extend the reach, responsiveness and growth of its business.