Jeff Fratarcangeli, Managing Principal – Investments, has been named among the honorees to the following lists over the years:
2023
Forbes Top 250 Wealth Advisors (#34 in Nation)
Forbes Best-In-State Wealth Advisors (#1 in Michigan)
Forbes Best-In-State Wealth Management Team (#1 in Michigan)
Barron’s Top 100 Financial Advisors (#41 in Nation)
Barron’s Top 1200 Financial Advisors (#2 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)
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)
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)
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)
1. The Forbes Top 250 Wealth Advisors, Best-In-State Wealth Advisors, and Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by Shook Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2. The Barron’s Top 1200 State By State Advisors, Top 100 Independent Advisors, Top 100 Financial Advisors and ratings are based on the previous year’s assets under management, revenue generated for the advisor’s firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.