As in years past, this year’s Top 100 is based on a 102-question survey that queries advisors about everything about their practices—from the investments they favor to the number of clients they serve and the size and structure of their staffs. The rankings formula is based on three general categories of factors: assets, revenue, and quality of practice. There are multiple factors and calculations in each of these categories.

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For a link to the full description of the methodology used:


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