Tom Moran, Founder of Moran Wealth Management®,Named to Barron’s 2022 Top 100 Financial Advisors List for the 12th Consecutive Year
Moran Wealth Management®,investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies, is pleased to announce that Tom Moran, its founder, CEO and senior PIM portfolio manager, has been named to the Barron’s 2022 Top 100 Financial Advisors list. This is the 12th consecutive year that Moran has been named to the prestigious rankings.
Barron’s is a financial weekly newspaper that has been published by Dow Jones & Company since 1921. This year, Moran ranks 38th on the list, up from 51st in 2021. The honor comes just weeks after Moran was named to Barron’s Top 1,200 Advisors in the United States for the 12thyear in a row as well, placing fifth of all accordingly ranked financial advisors throughout the state of Florida.
“Barron’s continues to elevate the bar for the financial industry by raising standards through their rankings and to place among the top 100 in the nation is extremely humbling,” said Moran. “I continuously strive to do better for my clients so that they can feel confident in their financial decisions, and I am thankful to be recognized for that.”
A trusted financial advisor for over 30 years, Moran has received widespread local, national and industry recognition across the financial services industry. In addition to his most recent individual honors by Barron’s, Moran Wealth Management® itself was named a Barron’s 2022 Top Private Wealth Management Team, specializing in serving individuals and families. Furthermore, Moran also placed on the Forbes 2022Best-In-State Wealth Advisors list.
The 2022 Barron’s Top 100 Private Wealth Management Teams rankings are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the rankings include their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.
The Barron’s Top 100 Financial Advisors and Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
The Forbes 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.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
About Moran Wealth Management®
Moran Wealth Management® is a money management practice serving sophisticated investors with personalized and customizable strategies. With 32 staff members, the Moran Wealth team is dedicated to finding the best investment strategies to fit the unique needs of its clients. The group is responsible for over $4.5 billion in client assets as of 2/28/22 and has served the Naples community for over 30 years. Moran Wealth Management® is located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. For more information, call (239) 920-4440 or visit MoranWM.com.
About Wells Fargo Advisors Financial Network
For 20 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Moran Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.