We are proud to announce that Ted Cronin, our CEO and founder, has been ranked 3rd in Barron’s prestigious annual ranking of “Top 100 Independent Financial Advisors” for 2020. This year marks the 14th year in a row that Ted has been ranked among the top 100 Independent Financial Advisors by Barron’s.
Montecito, California (September 20th, 2020) – Barron’s, one of the nation’s premier financial publications, released the 2020 ranking in their September 20th issue. The advisor ranking is based on three general categories of factors: assets, revenue, and quality of practice of which there are multiple factors and calculations in each of these categories.
With offices in Montecito, CA, Manchester, VT, New York City, NY, and Charlottesville, VA, Manchester Capital Management is an Independent Registered Investment Advisor and Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation.
Barron’s Top 100 Independent Financial Advisors rankings, using their proprietary formulas, rank individual independent investment advisors based on data provided by individual advisors and their firms. Advisor data is confirmed by Barron’s via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Investment returns are not a component of the rankings because Barron’s views an advisor’s returns as being dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The process of being ranked in Barron’s starts with filling out a detailed online survey. Accordingly, advisors who do not complete a survey are not considered. For more information, visit: https://www.barrons.com/articles/barrons-2020-top-independent-advisors-the-most-nimble-are-thriving-51599870236. Barron’s rankings may not be representative of any one client’s experience and are not rankings of Manchester Capital Management on a firm-wide basis.