TARRYTOWN, N.Y., Oct. 4, 2017 /PRNewswire/ --Forbes magazine has named Rob Clarfeld, founder and CEO of Clarfeld Financial Advisors, to its elite "America's Top Wealth Advisors" list. For 2017, Clarfeld was the top independent advisor in New York, and #12 overall in the U.S., putting him among the nation's most esteemed wealth advisors. Clarfeld Financial Advisors has also been ranked among the best in the profession by the Financial Times and Bloomberg.
The Forbes ranking, developed by SHOOK Research, is based on a rigorous evaluation process and includes advisors from independent as well as large brokerage firms. SHOOK received 19,872 nominations, based on thresholds, for 250 spots. The firm used an algorithm of qualitative and quantitative criteria, gained through SEC filings, telephone and in-person due diligence interviews. The algorithm weights factors such as revenue trends, assets under management, compliance records, industry experience, best practices and client service.
"It is a distinct honor to again be recognized among the profession's most elite wealth advisors; it never gets old," said Rob Clarfeld, CEO of Clarfeld Financial Advisors. "At Clarfeld, our multi-disciplined team of professionals strives to provide clients with technical expertise delivered within the highly individualized context of a boutique environment. We are committed to providing every client with cutting-edge, holistic guidance, including financial planning, investment management, estate planning, tax preparation and specialized services such as divorce and end-of-life planning."
About Clarfeld Financial Advisors:
Headquartered in Westchester, N.Y., with offices in New York City, Clarfeld is a leading wealth management firm and multi-family office. Clarfeld's team of attorneys, CFAs, CPAs and CFPs® seamlessly provide the full continuum of investment and wealth management and estate planning services; comprehensive income tax planning and compliance; and highly personalized concierge family office services. With approximately 100 professionals, including 20 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while maintaining its boutique focus on each client's unique situation. Clarfeld presently manages over $6 billion in assets. For further information, visit clarfeld.com or call (914) 846-0100.
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisors.