Paul A. Pagnato, CEO Founder at PagnatoKarp, has been ranked #1 in Northern Virginia on Forbes 2020 Top Wealth Advisors list. This is the third year in a row that Pagnato has earned a spot on the exclusive list of advisors, together managing nearly $4 trillion. SHOOK Research created this Forbes ranking of role models to recognize advisors who are leading the way in offering best practices and providing a high-quality experience for clients.
“Transparency and True Fiduciary® standards drive our fusion of family office services,” said Pagnato. “The #1 Forbes ranking reflects our tireless dedication to value-added innovation that puts the best interests of our clients first.”
Paul Pagnato is the author of the book Transparency Wave: Exponential Changes That Will Transform Our World to be released in March 2020. Pagnato is ranked #1 in Virginia and #29 in the nation on 2019 Forbes Top Wealth Advisors and #2 in Virginia on 2019 Barron’s Top 1,200 Financial Advisors: State-by-State. PagnatoKarp was crowned ‘Best Multi-Family Office (New Entrant)’ at the 2018 Family Wealth Report Awards and is a 2020 Virginia Business Best Place To Work.¹
R.J. Shook, president and founder at SHOOK Research, summed up the Forbes wealth advisors list. "Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives," says Shook. "They want to add meaning, help them live better lives."
This year’s Forbes Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country out of 32,000 who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets 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.
View the full Forbes Best-in-State Wealth Advisors list HERE*.
View the press release HERE.
With nearly $4.8 billion assets under advisement¹, PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cash flow, and value-added opportunities. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work¹, PagnatoKarp's goal is to simplify and elevate your life so you have more time to spend on what matters to you most.
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
Boutique Family Office for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards where your best interests come first.