Barron’s Top 250 Private Wealth Management Teams
We are proud to announce that The Wise Investor Group has been named to the 2025 Barron’s Top 250 Private Wealth Management Teams — our highest ranking ever on this esteemed list. Even more significantly, we are honored to be the only team in Virginia to receive this distinction. This recognition reflects our unwavering commitment to delivering exceptional financial guidance and personalized service to our clients.
2025 Barron's Top 250 Private Wealth Management Teams
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 1,560 advisor teams and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 1/1/2024 to 12/31/2024, and was released online on 5/9/2025. 250 teams won. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisor teams are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
