Awards & Recognition

 

Clarfeld is honored to have been recognized on some of the world's top wealth advisor rankingsSee important disclosures.*

These honors are an affirmation of Clarfeld’s “client-first” service culture, initiated by Rob Clarfeld and enhanced by our talented team of dedicated partners and staff.

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

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.

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

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.

FECA Honors CLARFELD for Two Decades of Autism Support

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

Recent Acknowledgements

 
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03/2017 – Top 1,200 Advisors State-by-State ranking featured in Barron's

 
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12/2016  Top 100 RIA firms by growth in assets from 2006 to 2016 featured in Forbes/RIA Channel

 
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11/2016 – 100 Fastest Growing RIA Firms Over Ten Years featured in Forbes

 
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07/2016 – Financial Advisor Magazine Top 2016 RIA Ranking

 
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09/2015 – Top 50 Family Offices featured in Bloomberg

 
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6/2015 – Featured in Financial Times FT300 Ranking of Top Financial Advisors

 

*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 advisor. Rankings are generally limited to participating advisors.