Janiczek Wealth Management is honored to once again (for the 37th, 38th, 39th, and 40th time) be recognized as a top ranked investment advisor, this time by four prestigious organizations, Barron’s Top 1200 Advisors in US (ii) (11th consecutive year), Forbes Best-in-State Wealth Advisors (iii) (5th consecutive year), NerdWallet 7 Best Financial Advisors in Denver (iv), and the latest top-ranked listing from USA Today’s America’s Best Financial Advisors (v). The accolades underscore the firm’s commitment to excellence and client-centric approach to wealth management. Each top advisor award represents a distinct evaluation process, emphasizing various aspects of the firm’s excellence and expertise in serving high and ultra-high net worth clients.
Barron’s rigorous evaluation process includes a comprehensive 102-question survey about the practice. The award is based on dozens of qualitative and quantitative components, including assets under management, regulatory record, quality of the practice, and philanthropic work.
Forbes’ recognition is based on in-person interviews, industry experience, compliance record, revenue trends, assets under management, best practices, and approach to working with clients.
NerdWallet’s methodology includes reviewing SEC ADV disclosure documents and advisor websites and sifting through 1) Assets under Management, 2) Total clients and age of firm, 3) Client-to-advisor ratio, 3) Percentage of clients that are high net worth, 4) Advisor’s fee structure, and 5) Credentials and fiduciary duty.
The acknowledgment from USA Today is particularly significant as it is based on input from clients and industry experts, as well as asset growth.
Janiczek Wealth Management, a fee-only, fiduciary firm, remains steadfast in its mission to deliver unparalleled value and personalized service to its clients, earning their trust and loyalty through integrity, expertise, and results-driven performance. As the recipient of multiple top advisor accolades, Janiczek continues to set the benchmark for excellence in wealth management, setting itself apart as a trusted partner in navigating the complexities of the financial landscape.
“We are honored to receive these prestigious awards, which serve as a testament to our unwavering commitment to providing exceptional financial advisory services,” said Joseph Janiczek, CEO at Janiczek Wealth Management. “These accolades reaffirm our dedication to delivering tailored solutions and unparalleled service to our clients, partnering with them to help guide their financial journeys through each phase of the economic and business cycle forward with confidence.”
For more information about Janiczek Wealth Management and its comprehensive financial advisory services, visit www.Janiczek.com or contact Cathy Wegner, Director of New Client Engagements, at 303-339-4480, cwegner@janiczek.com.
i See important details and disclosures about rankings and awards at: https://janiczek.com/awards-accolades-disclosures/?ao=1
ii Barron’s Top 1,200 Advisors in USA. Link: https://www.barrons.com/advisor/report/top-financial-advisors/1000/2024?page=1
iii Forbes Best-in-State Wealth Advisors. Link: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=268eda1f6ab9
iv Nerd Wallet 7 Best Financial Advisors in Denver. Link: https://www.nerdwallet.com/p/best/investing/denver-financial-advisors
v USA TODAY Best Financial Advisors in America. Link: https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/
