High-net-worth clients (10%)
Individual clients the firm indicates are high-net-worth clients as a percentage of the firm's total reported individual clients.
Clients per advisor (25%)
The ratio of reported individual clients to number of reported advisors at the firm.
Key fees and offerings (49%)
Whether firms offer an AUM fee structure, hourly fee structure, a fixed fee structure, portfolio management for individuals and/or small businesses, financial planning services, educational seminars and non-advice products/services.
Assets under management (10%)
Firms receive the highest rating in this category if they have at least $2 billion in AUM.
Firm age (6%)
A firm earns the highest rating in this category if its SEC status effective date is at least 10 years ago.
100+ Advisory firms rated 
16 Data points gathered on each 
99+ hrs analyzing data 
