Moran Wealth Management® is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.
IN THE NEWS
The 2020 Gulfshore Business 40 under 40 are chosen based on their professional accomplishments, volunteer work and other plaudits.
1Barron’s Top 1,000/1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention. To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for the last ten years consecutively in any of their rankings. In Tom Moran’s case from 2010-2020 he was named to Barron’s Top 100 Financial Advisors ranking.
2 The Forbes Best in State and Top 250 Wealth Advisors: Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.
4The Wells Fargo Advisors Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
5The Forbes 2019 Top Next Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from across the country with team assets amounting to more than $1 trillion. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
6The Forbes America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
7The Barron’s Top 50/100 Private Wealth Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the rankings include their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.
The 2020 – 2021 Naples Illustrated Top 100 is based upon recipient’s impact and involvement in the community and business.