Barron’s Ranks Clarfeld NY’s #1 Independent Financial Advisor, Sixth Consecutive Year
TARRYTOWN, N.Y.--(BUSINESS WIRE)--For the sixth consecutive year, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, was ranked New York’s #1 Independent Financial Advisor on Barron’s “Top 100 Independent Wealth Advisors" list for 2014.
“We operate in an incredibly competitive environment, among very talented firms, particularly in New York where the best of the best compete for the trust of extremely sophisticated clients.”
“This past year saw us highly ranked by Forbes, The Financial Times, as well as other publications, but the Barron's ranking is by far the gold standard of the financial services industry,” said Clarfeld. “We operate in an incredibly competitive environment, among very talented firms, particularly in New York where the best of the best compete for the trust of extremely sophisticated clients.”
With a score of 99.496 out of 100, Clarfeld ranked eighth nationally for 2014 and has been among the top ten nationwide for six consecutive years.
“I'm thrilled by this year's ranking; however, it is our Barron's ranking for six consecutive years as New York's best independent wealth advisor that attests to the consistency of our methodology, high-touch client service culture and ongoing commitment to excellence,” said Clarfeld.
Barron’s rigorous, objective ranking is the most prestigious and respected listing within the financial advisory industry. Unlike other industry surveys that list advisors solely by assets under management, Barron’s vetting process employs an in-depth qualitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.
“We consider our role as ‘Wealth Strategists and Financial Confidantes™’ to our clients a privilege,” continued Clarfeld. “Our clients entrust us with every aspect of their personal, family, lifestyle and retirement objectives, which we fully integrate into our customized wealth and investment management process. It’s a responsibility we take very seriously.”
For further information, please visit: www.clarfeld.com.
About Clarfeld Financial Advisors
The firm, led by CEO Robert Clarfeld, and headquartered in Westchester, New York, with offices in New York City and London, is a leading wealth management firm and multi-family office providing comprehensive financial planning, sophisticated tax expertise, and investment management services. At Clarfeld, the assets at our disposal, both human and technological, are driven by the firm’s core mission: to serve as our clients’ “Wealth Strategists” and “Financial Confidantes™”, the firm’s signature distinction since Clarfeld was founded in 1981. With a staff of 100 professionals, including 16 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Clarfeld presently manages approximately $5 Billion in assets.