2020 Barron’s Top 100 Independent Advisor

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September 11, 2020

Illustration by Sebastien Thibault

Dalal Salomon was named a “2020 Top Independent Wealth Advisor” by Barron’s

In 2018, Salomon & Ludwin decided to become a Registered Investment Advisor (Independent Wealth Advisor) for many reasons. Being able to be nimble in implementing technology, customizing client services, having the mind-set that evolution is a good thing, and a team culture that embraces new challenges and opportunities are a few. We are grateful to serve our clients and to be recognized as a top advisor by Barron’s.

When asked, Dalal stated, “While I am very honored to be recognized in this way, Salomon & Ludwin works as a team. So the honor is shared. And the true honor is the trust that our clients put in us to help them make smart decisions about their money.”

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Methodology: Criteria for the Barron’s 2020 Top Independent Advisors was based on filtered nominations from investment, insurance banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Portfolio performance is not a criterion because most advisors do not have audited track records.

A ranking of “N” indicates the advisor was not ranked in the specified year. HNW=high net worth; UHNW=ultrahigh net worth.

Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Barron’s in exchange for the recognition.

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