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.
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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