Awards & Accolades
WORTH MAGAZINE LEADING WEALTH ADVISOR
Leading Advisors is a comprehensive directory of some of the nation’s top wealth management professionals. A financial advisor is an indispensable resource for growing your wealth, which is why we have curated a directory of advisors who possess deep expertise on various topics relevant to the economy and our financial futures.
*Please Note: Limitations. Awards, rankings nor 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 the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
The Leading Advisors Award was awarded by Worth Magazine in 2024. This award recognizes leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients. Worth’s editorial staff works with ISS Market Intelligence and evaluates registered investment firms and financial advisors and identifies the top firms. The Leading Advisor Award benchmarks are assets under management of over $500 million, predominantly high-net-worth clients, substantial planning clientele, and independence from broker-dealers. Data for the evaluation comes from the N-PX disclosure forms these companies are required to file with the U.S. Securities and Exchange Commission (SEC). A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking and the firm did not solicit clients or community members to nominate. Sterling Investment Advisors, Ltd. A fee was paid to Worth Magazine’s for advertisements after the ranking was announced. More information regarding this award, including the methodology, can be found at https://worth.com/leading-advisors/methodology/.
No award, ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. Sterling Investment Advisors, Ltd.’s Chief Compliance Officer remains available to address any questions regarding awards, ranking or recognitions, including providing the criteria used for any award, ranking or recognition.
