Paul A. Pagnato, founder and CEO at PagnatoKarp, has been ranked #35 on Forbes 2018 Top Wealth Advisors list. This is the third year in a row that Paul has earned a spot on the exclusive list of star advisors from national, regional and independent firms, together managing $733 billion in client assets. An industry thought-leader, Paul is sought after on the conference circuit, presenting this month at FA Magazine’s Inside Alternatives & Asset Allocation, Digital Asset Strategies Summit, NAPFA’s National Fall Conference, eMoney Advisor Summit and Fidelity’s RIA Advisor Conference.
“At PagnatoKarp, our unwavering commitment to transparency and True Fiduciary® standards has enabled us to find innovative ways to positively impact the total financial well-being of our clients,” said Pagnato. “With transparency on an exponential upswing, it is an honor to be recognized by Forbes as we continue to focus on shifting the industry toward financial clarity.”
Advisors who made the Forbes 2018 Top Wealth Advisors list were nominated by their respective firms and then ranked based on an algorithm developed by SHOOK Research. Qualitative and quantitative factors include personal interviews, industry experience, compliance records, quality of practice, revenue produced and assets under management.
Paul Pagnato is ranked #16 on Barron’s Top Independent Financial Advisors, #3 in Virginia on Barron’s Top 1,200 Financial Advisors: State-by-State and #2 in Virginia on Forbes Best-In-State Wealth Advisors. Paul is also ranked the #1 Social Media Savvy Barron’s Advisor. PagnatoKarp was crowned ‘Best Multi-Family Office (New Entrant)’ at the 2018 Family Wealth Report Awards and is a Virginia Business Best Place To Work.¹
View the full Forbes list: https://www.forbes.com/top-wealth-advisors/#64b823d1a148.
PagnatoKarp manages the complex needs of wealthy families through investment, planning, tax, legal, private banking, family governance, travel and concierge. By fusing global financial access and True Fiduciary® standards of transparency with personalized services and innovative technology, PagnatoKarp goes beyond wealth management to help streamline lives. In the community, PagnatoKarp is proud to be partnered with Barron’s, sponsoring top universities through the Barron’s In Education program to help strengthen financial literacy and foster tomorrow’s leaders. Based in Reston, VA, PagnatoKarp has over $3.8 billion assets under advisement².
Please contact PagnatoKarp at 703-468-2700 to schedule a private, confidential meeting at your convenience.