Barron’s Top 100 Independent Wealth Advisors

Paul Pagnato speaking with Barron’s

Barron's Top Advisor

Paul Pagnato Ranked #19 On Barron’s Top 100 Independent Wealth Advisors List For 2017

Paul A. Pagnato, Founder and CEO at PagnatoKarp, has been named #19 on Barron’s Top 100 Independent Wealth Advisors List for 2017. This is the eighth year Pagnato has been included on the list of America’s most prestigious top advisors. PagnatoKarp is also honored with inclusion on Forbes Top 30 Wealth Advisors in America.

“As a firm, PagnatoKarp is focused first and foremost on providing transparent, objective advice that addresses three top issues: safety of assets, simplicity, and cost,” said Pagnato. “It is a distinct, greatly appreciated honor to be recognized by Barron’s for the positive impact our True Fiduciary™ Standards are making in the financial industry.”

Barron’s Top 100 Independent Wealth Advisors ranking is based on the value of assets under management by the advisor and their teams, revenue generated for the firm, and quality of the practice. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

PagnatoKarp’s True Fiduciary™ Standards drive an independent, client-first business model that offers protection, savings, and peace of mind to wealthy individuals and families. With $3 billion assets under advisement, PagnatoKarp’s Fiduciary Family Office™ provides a digitally integrated solution for in-house investment, tax, legal, and lifestyle services that truly simplifies lives.

Read the full Barron’s article here: 2017 Barron’s Top Independent Wealth Advisors

##

About PagnatoKarp
PagnatoKarp is an independent registered investment advisor (RIA) with over $3 billion in assets under advisement. Founded by Paul A. Pagnato, a Barron’s Top 20 Financial Advisor and Forbes Top 30 Wealth Advisor, and David W. Karp, PagnatoKarp is a Fiduciary Family Wealth Advisor to ultra and high-net-worth clients. PagnatoKarp adheres to strict True Fiduciary™ Standards to protect clients’ capital and provide custom strategies that address safety of assets, simplicity, and cost. The Fiduciary Family Office™ provides digitally integrated fee-only financial planning, investment, tax, legal, private banking, family governance, and concierge services. Visit www.pagnatokarp.com or call 703-468-2700.

To start a conversation about your needs, please Contact Us

Barron’s ranking reflects volume of assets overseen by advisor teams, revenues generated for firms, and quality of advisor practices. Scoring system assigns top score of 100 and rates the rest by comparing with winner. Rankings may not be representative of any one client’s experience but reflect criteria by publication issuing ranking, and not indicative of future performance. Developed by Shook Research, Forbes 200 ranking based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from over 11,000 professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria includes client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for firms. Seven years minimum experience for advisors required.