Forbes Top 250 Wealth Advisors
Advisor Simon R. B. Hamilton was named on the 2021* Forbes Top 250 Wealth Advisors list. He has also been named in 2020, 2019 and 2018 Advisor Gregory S. Smith was also named on the 2021,* 2020 and 2018 Forbes Top 250 Wealth Advisors list. While some lists include 1,000 or even 1,200 names, this list is limited to just the top 250, making it truly a great honor. Congratulations, Simon and Greg.
*The Forbes ranking of the Top 250 Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 33,567 nominations, 250 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/sites/rjshook/2021/08/24/methodology-americas-top-wealth-advisors-2021/ for more info.