The annual list, broken down by state, aims to highlight America’s top financial advisors based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. All 50 states plus the District of Columbia are represented.
In addition to a questionnaire completed by advisors, Barron's analyzes regulatory records and internal company documents to rank advisors. Performance is not explicitly reviewed since some advisors' clients may have different goals for their portfolios.
Lowell moves up 5 spots on the list to number 14 in Virginia.
"We're proud to be recognized by Barron's once again for the important work we do for our clients," Lowell said upon receiving the recognition.