Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023

The rankings are based on data provided by around 6,000 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. 

See the full list and methodology.

Methodology
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

Disclosures: Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Forbes or SHOOK Research in exchange for the rating.