Dalal Salomon named one of Barron’s Top 100 Women Advisors for 2024

Salomon & Ludwin is proud to share that Dalal Salomon was selected as one of Barron’s Top 100 Women Advisors for 2024.

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. We verify that data and apply our formula to generate a ranking based on assets, revenue, and quality of practice.

See the full list and methodology here.

Methodology
Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. For this year’s Top 100 Women Advisors ranking, 1,094 advisors submitted data.

We verify that data with the advisors’ firms and with regulatory databases, then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice.

In each of those categories, we do multiple sub calculations. For instance, we take into account not just the amount of assets an advisor manages, but also the type of assets—are they private wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? We measure the growth of advisors’ practices and their client retention. We also consider a wide range of qualitative factors, including the advisors’ experience; their advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and, of course, their compliance records.

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

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.