Janiczek Wealth Management, headquartered in Denver Colorado, has once again been honored as a top financial advisor by Barron’s (a Dow Jones Company publisher that also publishes the Wall Street Journal) making this exclusive list of top investment advisors for the seventh consecutive year in a row.
The Barron’s Top Advisor ranking recognizes Janiczek Wealth Management’s dedication to high and ultra high net worth clients. The fee-only, 100% fiduciary advisor is a pioneer in the disciplines of Strength- Based Wealth Management (SBWM) and Evidence-Based Investing (EBI) and also offers a variety of retirement planning services. Go to www.janiczek.com for details.
The list is assembled from extensive research that examines the following: assets under management, regulatory record, quality of the practice, and philanthropic work. Candidate advisors complete a 102-question survey about their practice. Barron’s is the most recent publication to recognize Janiczek® as a top advisor. The firm has also been identified as a top advisor by Forbes, Financial Times, AdvisoryHQ, Expertise.com and others. For the full list of accolades and awards, and important disclosures related to such top financial advisor rankings, go to www.janiczek.com.
About Janiczek Wealth Management
The firm specializes in serving high net worth investors (individuals with investment portfolios of $1 to $20 million) and ultra-high net worth investors (individuals with investment portfolios of $20-million and above).
Janiczek, founded in 1990, is a pioneer in the disciplines of Evidence-Based Investing and Strength-Based Wealth Management. Services include portfolio management, wealth management and retirement planning.
To begin a conversation with Janiczek Wealth Management, just call 303-721-7000. Numerous free resources on a variety of investing, financial planning, retirement planning and portfolio management best practices are available at www.janiczek.com.
See Important Disclosures, including those related to awards and accolades.
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not 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, nor should it be construed as a current or past endorsement of Janiczek by any of its clients. 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 advisers.
Sources: Barron’s – March 2020, 2019, 2018, 2017, 2016, 2015, 2014; AdvisoryHQ – March 2019, 2018, 2017, 2016; Expertise – 2020, 2019, 2018, 2017; Financial Times – June 2017, 2015; Forbes – Feb 2020; Mutual Funds Magazine – January 2001; Worth Magazine – October 2008, October 2004, January 2004, July 2002
Award Selection Criteria for Top Financial Advisors
Barron’s – Rankings are based on data provided by advisors. Included factors were assets under management, regulatory record, revenue produced for the firm, quality of practice and philanthropic work. Investment performance is not an explicit component.
Forbes – Advisors are chosen based on in-person interviews, industry experience, compliance records, revenue trends, assets under management, and best practices and approach to working with clients.
Financial Times – Rankings are based on data provided by investment firms. Included factors were assets under management, asset retention, years of experience, FINRA compliance record. Investment performance is not an explicit component.
Expertise.com – Selection is based on the following criteria: reputation, credibility, experience, availability and professionalism.
Advisory HQ – Rankings are based on data provided by investment firms. Included factors were fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.
Mutual Funds Magazine – Rankings are based on data provided by investment firms. Included factors were 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. Investment performance is not an explicit component.
Worth Magazine – Rankings are based on data provided by investment firms. Included factors were professional designation and background, client retention rates, average portfolio returns, fee structures and sample financial plans were submitted for review. Investment performance is not an explicit component.
CIPA – The annual contest is sponsored by the Colorado Independent Publishers Association (CIPA). Entries are scored according to established minimum criteria. Judges include teachers, business leaders, authors, critics, editors, readers and others.