Moran Wealth Management® Named to Barron’s 2022 Top 100
Private Wealth Management Teams
Moran Wealth Management®, an investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies, is pleased to announce it has been named as one of Barron’s 2022 Top 100 Private Wealth Management Teams.
Barron’s is a financial weekly newspaper that has been published by Dow Jones & Company since 1921.Its annual Top 100 Private Wealth Management Teams list ranks wealth advisory teams from across the nation that specialize in serving individuals and families. The teams are scored on a variety of factors which includes their size and shape, regulatory records, and credentials of their members as well as the resources they have at their disposal to serve their client bases.
This year, Moran ranks 89th on the list, up from 96th in 2021. The honor follows Tom Moran, founder, CEO and senior PIM portfolio manager of Moran Wealth Management® being named to the Barron’s 2022 Top 100 Financial Advisors and the Barron’s 2022Top 1,200 Advisors in the United States lists, both for the 12th consecutive year. A 30-year trusted advisor in the financial services industry, he was also included in theForbes2022 Best-In-State Wealth Advisors rankings.
“My team consistently strives to improve our clients’ investment experiences by taking a very disciplined and personal approach and we are honored to be recognized for that by Barron’s,” said Tom Moran. “We are proud to serve successful individuals and families and help them achieve the long-term goals that they’ve set for their portfolios.”
TheBarron’s Top 100 Private Wealth Management Teams rankings are based on data provided by thousands of advisor applicants. Factors evaluated include assets under management, revenue, and the quality of the practice, including growth and client retention.
The Barron’s Top 1,200 State by State 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.