*The rankings are based on data provided by over 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. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component, becuase no all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment abilities.
*Top 20 under 40 by Selma Magazine criteria based on nominations from the community and award recipients were then chosen by a committee evaluated the nominees based on community involvement and volunteer work. The award is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.