Awards & Recognition
Clarfeld is honored to have been recognized on some of the world’s top wealth advisor rankings. See 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.
Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, ranks #2 nationwide and for the ninth consecutive year, New York’s #1 wealth advisor on BARRON’S 2017 list of “Top 100 Independent Wealth Advisors.”
Forbes magazine has named Rob Clarfeld to its elite “America’s Top Wealth Advisors” list. Clarfeld was the top independent advisor in New York, and #12 overall in the U.S.
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.
Awards & Recognition
08/2017 – Michael Hans Named To Forbes America’s Top Millennial Advisors List
07/2017 – Financial Advisor Magazine
Top 2017 RIA Ranking
06/2017 – Financial Times FT 300 Ranking
of Top Financial Advisors
03/2017 – Top 1,200 Advisors State-by-State Ranking featured in Barron’s
12/2016 – Top 100 RIA firms by growth in assets from 2006 to 2016 featured in Forbes/RIA Channel
11/2016 – 100 Fastest Growing RIA Firms Over Ten Years featured in Forbes
07/2016 – Financial Advisor Magazine Top 2016 RIA Ranking
09/2015 – Top 50 Family Offices featured in Bloomberg
06/2015 – Featured in Financial Times FT300 Ranking of Top Financial Advisors
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should 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 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. No ranking should be construed as a current or past endorsement of Clarfeld by any of its clients. ANY QUESTIONS: Clarfeld’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.