Developed by Shook Research, the 200-member ranking is based on overall quality of practice and on an algorithm of qualitative and quantitative data received in nominations from over 11,000 professionals in the financial services industry, including banks, brokerages, custodians, insurance companies, clearing houses and registered investment advisers. Criteria includes client retention, industry experience, review of compliance records, firm nominations; as well as assets under management and revenue generated for their firms. Advisors must have a minimum of seven years of experience to be considered.
Formed by Pagnato and founding partner, David W. Karp, PagnatoKarp is a Registered Investment Advisor (RIA) for ultra-high-net-worth individuals, entrepreneurs and their families. The firm has created and adopted their own fundamental standards, called True Fiduciary™ principles that drives their customer-focused philosophy.
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor (2013-2016) and David W. Karp, PagnatoKarp is an independent wealth protection specialist and family wealth advisor. PagnatoKarp specializes in ultra-high-net-worth individuals, families and entrepreneurs. The firm represents $2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits knowing their wealth is being protected and preserved. PagnatoKarp strives to adhere to the True Fiduciary™ standard it designed to assure clients it is always seeking to act in their best interests. Learn more at www.pagnatokarp.com.
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