Morristown, N.J. — May 19, 2022, Private Advisor Group announced that four Private Advisor Group affiliated advisors were ranked among the top advisors in their respective states in the 2022 Best-In-State Wealth Advisors list published by Forbes.
“We are extremely proud of these advisors who have received this well-deserved recognition by Forbes,” said Anne Mortera, Director of Advisor Growth and Engagement at Private Advisor Group. “It is because of each advisor’s entrepreneurial spirit and their dedication and commitment to their clients that has allowed them to deliver the very best client experience and has earned each one of them a spot on this list. We are honored to support these advisors and congratulate each one of them on their success.”
Congratulations to the following advisors:
- Leonard Valletta, Albany Financial Group, Albany, NY
- Francis Astorino, LPL Financial, Fairfield, NJ
- Nathanael Flynn, LPL Financial, East Lansing, MI
- Susan Wilkinson, Wilkinson Wealth Management, Charlottesville, VA
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $30 billion in assets under management as of Dec. 31, 2021, the firm leverages its resources to deliver strategies that strive to improve financial outcomes for individual investors and inspire growth, fiduciary adherence, legacy solutions and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
For more information, visit www.privateadvisorgroup.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.