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Main Street Research is independent of and unaffiliated with Financial Advisor Magazine (FA Magazine), the creator of the 2016 Registered Investment Advisor (“RIA”) Survey & Ranking. The rating noted was given based on specific criteria and methodology defined by FA Magazine. Main Street Research did not pay a fee to be included in the database. FA Magazine ranked 610 RIA participants based solely on the growth rate of discretionary and non-discretionary assets under management as reported on their firms’ 2014 and 2015 form ADV. The ratings are for informational purposes only and no warranty is either expressed or implied by their presentation. The ratings may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such rating should not be considered a guarantee of future performance or results.
Barrons: Barron’s 2021 rankings are based on data provided by around 4,000 investment advisors. Rankings are based on assets under management, revenue generated by advisors for their firms, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit criterion, because it is often more by clients’ risk tolerance than by an advisor’s investment picking abilities. Main Street Research, LLC is independent and unaffiliated with Barron’s and did not pay a fee to be included in the rankings. The ratings are not indicative of future performance.
Financial Times Magazine (FT magazine) ranked 740 SEC registered firms with over $300 million in assets under management (AUM) in 2020 based on asset growth, company age, industry certifications of key employees, SEC compliance records and online accessibility. The ratings may not be representative of any one client’s experience because it reflects an average of all the experiences of an adviser’s clients.
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