Barron's Ranks Paul Pagnato #3 in Virginia on Top 1,200 Advisors List For 2018
RESTON, Va., March 21, 2018 /PRNewswire/ -- Paul A. Pagnato, Founder and CEO at PagnatoKarp, has been ranked #3 in Virginia on Barron's Top 1,200 Advisors for 2018. The annual ranking is Barron's largest, most comprehensive listing, encompassing financial advisors from all over the nation, from small independent advisors to big Wall Street firms. This is Pagnato's eighth time appearing on Barron's prestigious advisors list.
"At PagnatoKarp, our True Fiduciary™ Standards are focused on the best interests of our clients, not our firm," says Pagnato. "With strategies aimed at asset protection, cost reduction, and unique opportunities, we put our efforts into helping individuals and families to flourish."
Paul Pagnato is currently ranked #19 on Barron's Top Independent Advisors, #30 on Forbes America's Top Wealth Advisors, and #2 in Virginia on Forbes Best-In-State Wealth Advisors lists. Additionally, PagnatoKarp was crowned 'BEST MULTI-FAMILY OFFICE (New Entrant)' at the Family Wealth Report Awards 2018. The True Fiduciary™ Family Office was showcased as a preeminent player in the competitive family office space by winning one of the coveted top awards.
According to Barron's, "This special report names the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices. Investment performance isn't an explicit criterion because performance is often a function of each client's appetite for risk. In our evaluations, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves."
Barron's List: http://www.barrons.com/report/top-financial-advisors/1000/virginia/2018
About PagnatoKarp
PagnatoKarp, an independent wealth management firm with over $3.5 billion assets under advisement, was founded by Paul A. Pagnato and David W. Karp. The True Fiduciary™ Family Office provides personalized, in-house services for investment, planning, tax, legal, private banking, family governance, and concierge. With True Fiduciary™ Standards, clients receive transparent advice focused on asset protection, costs, and opportunities to help provide clarity and peace of mind. Contact pagnatokarp.com or 703-468-2700.
Forbes ranking by Shook Research is based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from 11,000+ professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria includes client retention, industry experience, compliance records, firm nominations, AUM, revenue generated for firms, and 7 years minimum advisor experience. Family Wealth Report recognizes companies, teams and individuals which a panel of judges deemed to have 'demonstrated innovation and excellence during 2017'. These awards were judged solely based on entrants' submissions and their response to a number of specific questions, focusing on the client experience, not quantitative performance metrics.
Media Contact: Cathy Rieder
PagnatoKarp
703.468.2733
[email protected]
SOURCE PagnatoKarp
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