Managing Partner Brian Kazanchy has been named to Barron’s 2018 Top 100 Independent Wealth Advisors. The Top 100 is based on an extensive survey that asks advisors about everything from their practices and the investments they favor to the number of clients they serve and the size and structure of their staffs. The rankings formula is based on three general categories of factors: assets, revenue, and quality of practice. Multiple calculations are factored into each of these categories. Investment performance is not an explicit rankings criterion, because the returns experienced by clients are affected by their appetite for risk. Returns come into play indirectly, as assets under management (AUM) and revenue rise and fall with an advisor’s ability to deliver results that meet client expectations. Brian Kazanchy is the only advisor in New Jersey and is ranked 88 out of 100.
Important Disclosure Information: Barron’s Top 100 Independent Wealth Advisors ranking methodology: The ranking is proprietary to Barron’s and weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the Advisors. The Wealth Advisors completed a data questionnaire to Barron’s for consideration to be on the list. Barron’s received 436 completed nominations from advisors who met the ranking’s minimum eligibility requirement. There was no cost to complete the questionnaire. Inclusion on the list is not a reflection of any client’s experience with the firm or with Brian Kazanchy nor is it an indication of future experience or investment performance.