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Clarfeld

Clarfeld Again Ranked #1 NY Independent Financial Consultant by Barron’s

For the sixth consecutive year, Barron’s ranked Rob Clarfeld, CEO of Clarfeld Financial Advisors, New York’s #1 Independent Financial Advisor. A client of MSCO for that entire span, we’ve been with them every step of the way, unearthing new opportunities and streamlining their business development, so they can focus on what matters, growing wealth for their clients.

Says Clarfeld about the achievement:

“I’m thrilled by this year’s ranking; however, it is our Barron’s ranking for six consecutive years as New York’s best independent wealth advisor that attests to the consistency of our methodology, high-touch client service culture and ongoing commitment to excellence.

“This past year saw us highly ranked by Forbes, The Financial Times, as well as other publications, but the Barron’s ranking is by far the gold standard of the financial services industry.We operate in an incredibly competitive environment, among very talented firms, particularly in New York where the best of the best compete for the trust of extremely sophisticated clients.”

With a score of 99.496 out of 100, Clarfeld ranked eighth nationally in Barron’s Top 100 Independent Advisors list for 2014 and has been among the top ten nationwide for six consecutive years.

Barron’s rigorous, objective ranking is the most prestigious and respected listing within the financial advisory industry. Unlike other industry surveys that list advisors solely by assets under management, Barron’s vetting process employs an in-depth qualitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.

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