Illustration by Alvaro Dominguez
Dalal Salomon named as one of “America’s Top 1,200 Financial Advisors” by Barron’s for 2021
With an average tenure in the industry of 30 years, this year’s Barron’s Top 1,200 Advisors have plenty of perspective on what works and what doesn’t. And judging from their average client-retention rate of 98.4%, the clients are satisfied with the results.
Read the full article.
Search list by state.
Methodology: The rankings for Barron’s Top 1,200 Financial Advisors are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.
Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
