Forbes Ranks Paul Pagnato #2 In Virginia On Best-In-State Wealth Advisors List
RESTON, Va., Feb. 27, 2018 /PRNewswire/ -- Forbes has ranked Paul Pagnato the #2 Wealth Advisor in Virginia on its inaugural 2018 Best-In-State List. Forbes and SHOOK Research created this new list, which spotlights over 2,000 top-performing wealth advisors across the country, to help investors find high quality advisors in every state. Pagnato is also ranked #19 on Barron's Top 100 Independent Wealth Advisors and #30 on Forbes America's Top Wealth Advisors.
"Every advisor at PagnatoKarp follows True Fiduciary™ Standards that embrace the legal obligation to put clients' interests first," says Paul Pagnato, founder and CEO at PagnatoKarp. "Being ranked #2 in Virginia by Forbes reinforces that our dedication to transparency and True Fiduciary™ Standards is making a positive impact in the industry."
The Forbes Best-In-State Wealth Advisors ranking is determined by SHOOK Research and is based on an algorithm of qualitative/quantitative criteria including in-person interviews, industry experience, community involvement, client retention data, assets under management, compliance records, revenue trends and best practices. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. To view the full list, visit https://www.forbes.com/best-in-state-wealth-advisors/#2a5cc367291d.
About PagnatoKarp
PagnatoKarp's goal is to provide clarity, simplicity and peace of mind to ultra and high-net-worth individuals. Founded by Paul A. Pagnato and David W. Karp, PagnatoKarp is an independent wealth management firm and family office with over $3 billion assets under advisement. With True Fiduciary™ Standards, advice is focused on asset protection, opportunities, and cost while remaining firmly in the client's best interest. In-house, personalized services are comprehensive and include investment, planning, tax, legal, family, and concierge solutions. pagnatokarp.com or 703-468-2700.
Developed by Shook Research, Forbes ranking based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from over 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, and revenue generated for firms. Seven years minimum advisors experience. Barron's ranking reflects volume of assets overseen by advisor teams, revenues generated for firms, and quality of practices. Scoring system assigns top score of 100 and rates the rest by comparing with winner. Rankings may not be representative of any one client's experience but reflect criteria by publication issuing ranking, and not indicative of future performance.
Media Contact: Cathy Rieder
PagnatoKarp
703.468.2733
[email protected]
SOURCE PagnatoKarp
Share this article