Congratulations to our colleagues Brent Beene and Michael Steiner on being named to Barron’s America’s Top 1200 Financial Advisors. We are proud to be represented on this list by Brent and Michael. Barron’s Top Advisor rankings are organized by state: Michael ranked 44, and Brent ranked 36 for the State of New Jersey: 2020 Top Advisor Rankings by State.
Source: Barron’s 2020 Top Advisor Rankings by State. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Important Disclosure Information: The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t 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. The Barron’s ranking may not be representative of any of Brent Beene’s or Michael Steiner’s or RegentAtlantic’s clients’ experience with Brent, Michael, or the firm or any future experience with Brent, Michael, or the firm. The Barron’s ranking is not indicative of Brent Beene’s, Michael Steiner’s or RegentAtlantic’s future investment performance. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Please note that there is no fee to participate in the rankings. To be included in the rankings the advisor completes a data questionnaire.