Dalal Salomon named one of Barron’s Top 1,200 Advisors by Barron’s for 2022
Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked complete a comprehensive application about their practice. Barron’s verifies that data and applies their formula to generate a ranking based on assets, revenue, and quality of practice.
Read the full article and list here.
Methodology:
Barron’s bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance.
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.
