Barron’s Ranks Clarfeld NY’s #1 Independent Wealth Advisor, Seventh Consecutive Year

TARRYTOWN, NY--()--For the seventh consecutive year, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, was ranked New York’s #1 Independent Wealth Advisor on Barron’s “Top 100 Independent Wealth Advisors" list for 2015.

With a score of 99.010 out of 100, Clarfeld ranked seventh nationally for 2015 and has been among the top ten nationwide for seven consecutive years.

“I'm thrilled by this year's ranking; however, maintaining Barron’s distinction as New York's best independent wealth advisor for seven consecutive years is truly humbling, and an affirmation of our culture of high-touch client service and our ongoing commitment to professional 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.

For further information, please visit: www.clarfeld.com.

About Clarfeld Financial Advisors

The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. With a staff of 100 professionals, including 17 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.

Contacts

Media:
MSCO
Carol Bloom Stevens, 914-251-1500
carol@msco.com

Release Summary

For the 7th consecutive year, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, was ranked New York’s #1 Independent Wealth Advisor on Barron’s “Top 100 Independent Wealth Advisors" list for 2015.

Contacts

Media:
MSCO
Carol Bloom Stevens, 914-251-1500
carol@msco.com