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. Neither 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 Sterling Investment Advisors, Ltd. is engaged, or continues to be engaged, to provide investment advisory services. The ranking is based upon specific criteria and methodology (see ranking methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Sterling Investment Advisors, Ltd.
Worth Best Leading Advisors Selection Methodology
The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.
