Barron’s Top 1200 U.S. Financial Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
The rankings are based on data provided by over 6,000 of the nation’s most recognized advisors. In the evaluation process, advisors complete a 102-question survey about their practice. The award is based on dozens of qualitative and quantitative components, including assets under management, revenue produced for the firm, regulatory record, quality of the practice, philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
To view full criteria and rules which the award is based on, click here.
Forbes Best-In-State Wealth Advisors
2023, 2022, 2021, 2020
The Forbes Best-In-State Wealth Advisors spotlights top advisors across the country each of which is researched and interviewed. 7,321 advisors were considered in 2023. According to SHOOK Research that conducts the analysis, “the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives.”
The advisors are chosen based on the following: In-person interviews, industry experience (minimum 7 years’ experience), compliance records, revenue trends, assets under management, best practices, and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audit data.
To view full criteria and rules which the award is based on, click here.
Financial Times Top 300 Registered Investment Advisor Firms
2017, 2015
The Financial Times’ methodology for selecting the award recipients is quantifiable and objective. More than 2,000 advisors completed a lengthy application. Financial Times presents the selected advisors as an elite group, no a competitive ranking. The formula the Financial Times uses to evaluate advisors is based on six broad factors including: Assets under management (signals experience managing money and client trust), assets under management growth rate (indication of asset retention and ability to attract new business), years in existence (demonstrates reliability and experience managing assets through different market environments), compliance record (evidence of past client disputes), industry certifications (CFA, CAIA, CFP, MsFS, ChFC – demonstrates company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills), and online accessibility (indicates a desire to provide easy access and transparent contact information).
To view full criteria and rules which the award is based on, click here.
AdvisoryHQ 11 Best Financial Advisors Denver
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
AdvisoryHQ researches Registered Investment Advisors from the end consumer’s perspective. The firms are not aware that they are being reviewed and ranked by AdvisoryHQ until after the analysis has been completed and published to the public. AdvisoryHQ evaluates firms based on many factors, some of which include fiduciary duty (fiduciary responsibility to act in clients’ best interest), fee structure (do not accept commissions or third-party referral payments), independence (no affiliation with a major bank or financial institution leading to reduced conflict of interest situation), scale of innovation (constantly improving their services and business practices).
AdvisoryHQ takes the analysis a step further by evaluating firms on the following: Experience level (certifications), transparency (fees are completely transparent), customized services (provide services that are tailored toward their clients’ unique situations), quality of advisor’s website, open door policy (actively encourage clients to contact them before making major financial decisions or whenever the client has financial questions), and who they serve.
To View the full criteria and rules which the award is based on click here.
Expertise.com Best Financial Advisors in Denver
2023, 2022, 2021, 2020, 2019, 2018, 2017
Expertise.com scores financial advisors on more than 25 variables across five categories. The categories include: reputation (a history of delighted customers and outstanding service), credibility (building customer confidence with licensing, accreditations, and awards), experience (master of their craft, based on years of practical experience and education), availability (consistently approachable and responsive, so customers never feel ignored), and professionalism (providing service with honesty, reliability, and respect).
To View the full criteria and rules which the award is based on click here.
Mutual Funds Magazine Top Advisors
2001
Rankings are based on the following factors: nomination by peers, higher education, professional accreditations, SEC and state registrations, fee structure, assets under management, minimum client portfolio, years of experience and Sec filings.
Worth Magazine Top Wealth Managers
2008, 2004, 2002
Rankings are based on professional designation and background, client retention rates, fee structures, and sample financial plan.
Global Business Insight - Most Outstanding for Evidence Based Investing for High Net Worth and Ultra-High Net Worth Investors
2021
Global Business Insight emphasizes that the awards are an exact illustration of the very best that essential and competitive industries have to offer. Using a far-reaching and intense research process, only the elite are honored with the awards.
Votes are gathered throughout the year via a number of digital channels and then evaluated employing a transparent and dynamic framework. All nominees via the voting form are contacted to ask permission to continue our research and judging phases. In-house research teams conduct an extensive investigation via online sources, including but limited to, relevant public information on domain sources and press releases. Quantitative and qualitative studies are used, which are conducted by the research team by measuring each business against a precise set of appraisal criteria. The criteria and sub-criteria are based on a robust set of requirements, ultimately allowing them to ensure that we capture different dimensions of the same phenomenon.
Best Business/Finance Book of the Year by CIPA (Colorado Independent Publishers Association)
2001
Joseph J. Janiczek is the award-winning author of Absolute Financial Freedom. CIPA recognized Absolute Financial Freedom as the Best Business and Finance Book of the year in 2001. The CIPA EVVYs receive entries from all over the world, including England, Belgium, South Africa, Russian and Dubai. Judges are selected through CIPA’s judging qualification process and includes teachers, business leaders, authors, critics, and editors.
To view the full criteria and rules which the award is based on click here.
Investors should do independent research regarding an advisor including reviewing the advisor’s Form ADV Part I, Part 2(a), and Form CRS (collectively “Disclosure Brochures”) for information concerning an Advisor’s fees, conflicts of interests, and services offered.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisors (see participation criteria/methodology). Unless expressly indicated to the contrary, Janiczek did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Janiczek by any of its clients.
Sources: Barron’s - March 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014; AdvisoryHQ - March 2023, 2022, 2021-2020, 2019, 2018, 2017, 2016, 2015; Expertise - 2023, 2022, 2021, 2020, 2019, 2018, 2017; Financial Times - June 2017, 2015; Forbes - April 2023, 2022, 2021, 2020; Global Business Insight - March 2021; Mutual Funds Magazine - January 2001; Worth Magazine - October 2008, October 2004, January 2004, July 2002
Sources of Recognition Terms
Joseph J. Janiczek, named among the top, best and most exclusive wealth advisors in the nation.
- Top. Quoted from Barron’s covers March 2014, March 2015, March 2016, March 2017, March 2018; Mutual Funds cover January 2001; Worth cover January 2004.
- Best. Quoted from AdvisoryHQ, https://www.advisoryhq.com/articles/denver-co-top-financial-advisors-planners-and-wealth-managers/
- Most Exclusive. Quoted from Worth cover July 2002.
Reviews Are Not Endorsements
Reviews for Joseph J. Janiczek’s published works, whether in digital form or otherwise, are not, and should not be construed as, an endorsement of the investment advisory services provided by Mr. Janiczek or Janiczek Wealth Management, an SEC registered investment advisor (the “Firm”). No such reviewer is a client of the Firm, and has not commented as to a favorable Janiczek investment experience. Rather, their commentaries relate exclusively to Mr. Janiczek’s published works.
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