Our Advisors Ranked in Barron’s “2024 Top 1,200 Financial Advisors”

March 12, 2024

We are honored to congratulate our wealth management professionals ranked in Barron’s “2024 Top 1,200 Financial Advisors.”

Barron’s recently published their 2024 Top 1,200 Financial Advisors By State list. This list recognizes the nation’s top wealth advisors in each state by taking into consideration the advisors and their team's assets under management, revenue produced for the firms, regulatory records, quality of the advisors’ practices, and philanthropic work. Advisors on this list are recognized for their contributions and commitment to continuously raise the standards in the wealth management industry.

We are pleased to share the following NB Private Wealth professionals are ranked in Barron’s Top 1,200 Financial Advisors By State list. Join us in congratulating our professionals named in this year’s list:

Tripp Taylor #53 in California
Lisa Reed #62 in California
Brian Hahn #10 in Illinois
Seth Finkel #7 in New York
Stephanie J. Stiefel #13 in New York
Holly Newman Kroft #18 in New York
William Peterson #19 in New York
Virginia Guy #27 in New York
Peter Arbes #73 in New York
Roger Tulcin #104 in New York
Richard Szelc #1 in Texas

The 2024 Barron’s “Top 1,200 Financial Advisors” rankings listed the top advisors in each state, with the number of ranking spots distributed in proportion to state population and wealth, as identified by Barron’s. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then apply their 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, Barron’s does multiple sub-calculations. In evaluating advisors, Barron’s also considered the type of assets and qualitative factors, such as advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance records. Investment performance was not an explicit criterion because performance is often a function of each client’s appetite for risk.

Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.