Barron's Top Advisor Rankings.

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Barron’s Ranks Paul Pagnato #2 in Virginia on Top 1,200 Advisors List For 2019

Paul A. Pagnato, founder and CEO at PagnatoKarp, is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors list for 2019, marking his 9th appearance on the prestigious list. Pagnato is also ranked #16 on Barron’s Top Independent Advisors and #29 on Forbes Top Wealth Advisors for 2019.¹

“The Barron’s #2 ranking reinforces our dedication to transparency, innovation, and client-first service,” said Pagnato. “Through a fusion of family office services and True Fiduciary® standards, we are proud to help simplify and streamline the lives of entrepreneurs, founders, CEOs and families.”
Paul Pagnato is a sought-after thought leader on topics including transparency, longevity and the future of wealth management. He recently presented “The Future of Outsourced Family Offices” at the 2019 Forbes/SHOOK Top Advisor SummitHe will also be presenting “The Transparency Wave in Wealth and Asset Management” at the Singularity University (SU) 2019 Exponential Finance Summit in Cape Town, South Africa. The SU Summit will bring to life the latest in exponential technologies and will showcase how they are being used to disrupt industries and positively impact the world.
The Barron’s Top 1,200 Financial Advisors ranking is based on data provided by over 4,000 of the nation’s most productive advisors. Factors include assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Read the Press Release HERE

About PagnatoKarp
PagnatoKarp helps streamline lives through a Wealth Management Experience of high-touch sophistication, expert advice and transparency. Family Office Fusion combines investment, planning, tax, legal, private banking, family coaching and lifestyle services for the ultra-high-net-worth. True Fiduciary® standards put clients’ best interests first. With over $4.5 billion assets under advisement², PagnatoKarp is frequently ranked on top financial advisor lists by Barron’s and Forbes and is a Virginia Best Places to Work³. www.pagnatokarp.com or 703-468-2700.

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Barron’s Ranks Paul Pagnato #16 on 2018 Top 100 Independent Financial Advisors List

Paul A. Pagnato, Founder and CEO at PagnatoKarp, climbed three spots in 2018 to be ranked #16 on Barron’s Top 100 Independent Financial Advisors list. Barron’s featured its annual ranking of independent advisors and firms in its Sep 17, 2018 magazine issue. This is Pagnato’s sixth time being recognized on the prestigious Barron’s list.

“At PagnatoKarp, our mission focuses squarely on our clients, the community and the industry as we seek to positively impact one million lives through True Fiduciary® standards of transparency,” said Pagnato. “Our recognition by Barron’s and continued growth as a firm underscores the importance transparency makes to individuals and families seeking independent financial advice.”

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® 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.

Paul Pagnato is ranked #3 in Virginia on Barron’s Top 1,200 Financial Advisors: State-by-State, #2 in Virginia on Forbes Best-In-State Wealth Advisors and #30 on Forbes America’s Top Wealth Advisors lists. Additionally, PagnatoKarp was crowned ‘Best Multi-Family Office (New Entrant)’ at the 2018 Family Wealth Report Awards and a 2018 Virginia Business Best Place To Work. Award Disclosures.

Barron’s ranking of the “Top 100 Independent Financial Advisors” reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Broker-dealers are not eligible for this list.

Full Barron’s list: https://www.barrons.com/report/top-financial-advisors/independent/2018

Original Press Release HERE

About PagnatoKarp

PagnatoKarp is an independent wealth management firm based in Reston, Virginia, with over $4.5 billion assets under advisement¹. Personalized services include financial planning, investments, tax, legal, private banking and trust, family governance, and concierge. With True Fiduciary® standards and innovative technology, PagnatoKarp customizes solutions in each client’s best interest to help expand opportunities, reduce costs and simplify complexity. Visit www.pagnatokarp.com or 703-468-2700.

Call 703-468-2700 or Email:

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. Forbes ranking by Shook Research is based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from 11,000+ professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria includes client retention, industry experience, compliance records, firm nominations, AUM, revenue generated for firms, and 7 years minimum advisor experience. Family Wealth Report recognizes companies, teams and individuals which a panel of judges deemed to have ‘demonstrated innovation and excellence’. These awards were judged solely based on entrants’ submissions and their response to a number of specific questions, focusing on the client experience, not quantitative performance metrics.