Our Advisors Ranked in Barron’s “Top 100 Financial Advisors” for 2024

May 14, 2024

We are excited to recognize our wealth management professionals ranked in Barron’s “Top 100 Financial Advisors” for 2024.

Barron’s recently published their 2024 Top 100 Financial Advisors list. For the last 20 years, Barron’s has been shining a spotlight on the nation’s top wealth managers and raising standards in the industry.

We are pleased to share the following NB Private Wealth professionals are ranked in Barron’s Top 100 Financial Advisors list for 2024. Join us in congratulating our professionals named in this year’s list:

Seth Finkel 16
Stephanie J. Stiefel 38
Holly Newman Kroft 55
Richard Szelc 60
William Peterson 62

The 2024 Barron’s “Top 100 Financial Advisors” rankings listed the top advisors in the United States. 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.

Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.