Jeff Fratarcangeli, Managing Principal – Investments, has been named among the honorees to the following lists over the years:
2023
Forbes Best-In-State Wealth Management Team (#1 in Michigan)
2022
Forbes Top Wealth Management Teams (#10 in Nation)
Forbes Top 250 Wealth Advisors (#32 in Nation)
Forbes Best-In-State Wealth Advisors (#1 in Michigan)
Barron’s Top 100 Independent Advisors (#20 in Nation)
Barron’s Top 100 Financial Advisors (#75 in Nation)
Barron’s Top 1200 Financial Advisors (#3 in Michigan)
Financial Times Top 400 Financial Advisors
2021
Forbes Top 250 Wealth Advisors (#63 in Nation)
Forbes Best-In-State Wealth Advisors (#1 in Michigan)
Barron’s Top 100 Independent Advisors (#28 in Nation)
Barron’s Top 1200 Financial Advisors (#3 in Michigan)
Financial Times Top 400 Financial Advisers
2020
Forbes Top 250 Wealth Advisors (#69 in Nation)
Forbes Best-In-State Wealth Advisors (#3 in Michigan)
Barron’s Top 100 Independent Advisors (#37 in Nation)
Barron’s Top 1200 Financial Advisor (#3 in Michigan)
Financial Times Top 400 Financial Advisers
2019
Forbes Top 250 Wealth Advisors
Forbes Best-In-State Wealth Advisors (#7 in Michigan)
Barron’s Top 100 Independent Advisors, (#57 in Nation)
Barron’s Top 1200 Financial Advisor, (#6 in Michigan)
Financial Times Top 400 Financial Advisers
2018
Forbes Top 250 Wealth Advisors
Forbes Best-In-State Wealth Advisors (#4 in Michigan)
Barron’s Top 1200 Financial Advisors (#8 in Michigan)
1. The Forbes Top 250 Wealth Advisors and Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by Shook Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. High Net Worth designates advisors whose account sizes are typically under $5mm, though may have accounts with higher amounts. Private Wealth designates advisors whose account sizes are typically $5mm and above, though may have accounts with lower amounts.
2. The Barron’s Top 1200 Financial Advisors and Top 100 Independent Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention. For Barron’s Top 1200, please reference CAR-1021-02495 and for Barron’s Top 100, please reference CAR-1021-02486.
3. The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial adviser production are not explicit components. Please reference CAR-1021-02506.