Van Pearcy's Wealth Services Team

To help you plan big, it’s important that we keep you informed of the big things going on in the markets, in our community and in our practice. In this section, you’ll find commentary from industry experts, a list of upcoming local events, announcements of our team’s newest accomplishments and Van’s thoughts on it all.

Future Events

Market Update by Van Pearcy

Market Commentary

Recent Events

Please check here often for updates and recent events.

Accolades

September 2011 – For fourth consecutive year, Van Pearcy named one of Barron’s and Registered Rep magazine’s ‘Top 100 Independent Advisors in America.’ Read more here.
Jay Arrick and Chris Ginsbach recently attained CERTIFIED FINANCIAL PLANNER^™ certification. Please see press release here for more information.
February 2011 – BARRON'S again named Van in the Top 1,000 financial advisors in the U.S. and ranked him sixth in Texas. The list was compiled based on factors including assets under management, revenue produced, regulatory record, quality of practice, and philanthropic work. View the full Barron's list here.
August 2010 – Van Pearcy was recently named among “The Top 100 Independent Financial Advisors in America” – he was named #11 by Registered Rep. and was named #59 by Barron’s. Registered Rep. weighed factors such as total retail client assets under management and years in the industry in determining its list of top advisors, while Barron’s looked at each advisor’s assets under management, the advisor’s share of revenue and profits generated, and quality of service.* Click here to read the full press release. View the full Barron’s list here and the full Registered Rep. list here.
*Individual experiences vary. Past performance is not indicative of future results.
February 2010 – Van’s team was once again selected in Barron’s top 1,000 financial offices in the country – and specifically was ranked fifth in the state of Texas. In this selection process, very few other independent firms made the national list. The list was compiled based on community involvement, assets under management, compliance records, best investment practices/advice, ethical standards and client satisfaction.
May 2009 – Van Pearcy was named one of Registered Rep.’s “Advisors With a Heart” in the magazine’s 29th annual Outstanding Advisor Awards. He was selected as one of the 10 successful advisors who give back to their communities and charities. Every year, Registered Rep. receives hundreds of nomination letters from all types of advisors across the country for its annual OAA.
February 2009 – Van’s team selected for Barron’s top 1,000 financial offices in the country – and specifically was ranked fourth in the state of Texas. In this selection process, very few other independent firms made the national list. The list was compiled based on community involvement, assets under management, compliance records, best investment practices/advice, ethical standards and client satisfaction.
November 30, 2008 – Van Pearcy named among Registered Rep.’s “Top 100 Independent Financial Advisors”*
October 2008 – Van was again named the top Raymond James office in terms of assets under management and office profitability. And Van was named to the firm’s 2009 Chairman’s Council for the seventh year in a row in recognition of outstanding client service and exemplary professional growth.
August 2008 – Barron’s named Van Pearcy number 32 on its list of independent financial advisors in the United States. Van was one of only three selected in Texas. The list was compiled based on assets under management, compliance records, best investment practices/advice and ethical standards.
April 2008 – Van Pearcy’s Wealth Services Team selected, through a number of specific criteria, as the 90th financial services office in the United States for the Barron’s Winner’s Circle^®. Barron’ s screens hundreds of candidates, interviews each of the finalists, speaks with supervisors and reviews internal reports. The idea is to identify advisors who follow the investment industry's best practices. Investment performance is not measured directly, because audited results aren't available.
December 2007 – Van Pearcy named to Research magazine’s 2007 Advisor Hall of Fame. Advisors who passed the magazine’s rigorous screening process are those who have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service, and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
August 2007 – Van Pearcy named to Registered Rep.’s America’s Top Financial Advisors list. He was ranked 11th of the 50 independent advisors who made the list. To be considered for the rankings, advisors were required to have at least 50% of their business with individual investors.

* Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he or she must be the founder or leader of that team.