TARRYTOWN, N.Y.--(BUSINESS WIRE)--For the eighth consecutive year, Rob Clarfeld, CEO of Clarfeld Financial Advisors, ranked as New York’s #1 wealth advisor on Barron’s 2016 list of “Top 100 Independent Wealth Advisors." Clarfeld also ranked #4 nationally with a score of 99.8 out of 100.
Notably, this honor follows their ranking on Forbes’ 2016 "America's Top Wealth Advisors" list where they joined both independent and mega firms advisors. On the Forbes list, Clarfeld ranked as America's #1 boutique wealth manager (and RIA) and #6 nationwide, sharing the top slots with advisors from the largest brokerage houses.
Barron’s rigorous, objective vetting process employs an in-depth qualitative and quantitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.
Barron’s differentiates Clarfeld’s integrated client service model: “His 35-year-old firm is unusual, even among independents, for its unbundled pricing. Many advisors charge a fixed fee based on assets under management, regardless of the complexity of a client’s financial needs. Clarfeld gains just half of its revenue this way; the rest comes from financial planning, estate planning, multifamily-office services, and tax work. This approach, he maintains, can result in more customized—and fairer—compensation for both client and advisor.” Barron’s adds: “Clarfeld’s holistic-planning approach means that he often spots big challenges and opportunities that new clients weren’t aware of.”
For three decades, as a speaker and writer, Clarfeld has contributed to the wealth management profession. "I personally know many of Barron's top ranked independent advisors, and respect their commitment to servicing clients with objectivity, expertise and compassion. Not only are they talented, but often have created the firm culture and infrastructure that has supported the talents of their colleagues. As the founder of a client-first boutique, I'm humbled and honored to be ranked among them," says Clarfeld.
About Clarfeld Financial Advisors
Headquartered in
Westchester, New York with offices in New York City, Clarfeld is a
leading wealth management firm and multi-family office. Clarfeld’s team
of attorneys, CFAs, CPAs and CFPs seamlessly provide the full continuum
of investment and wealth management services; comprehensive income tax,
estate planning and structuring; and highly personalized concierge
family office services. With over 100 professionals, including 17
shareholders, Clarfeld is large enough to provide clients with critical
mass in scope of services, expertise and research, while maintaining its
boutique focus on each client’s unique situation.
For further information, visit www.clarfeld.com or call Joy Soodik at (914) 846-0100.
