Barron’s Top Advisor Rankings

Barron's Top Advisor
Barron's Top Advisor

Barron’s Ranks Paul Pagnato #3 in Virginia on Top 1,200 Advisors List For 2018

Paul A. Pagnato, Founder and CEO at PagnatoKarp, has been ranked #3 in Virginia on Barron’s Top 1,200 Advisors for 2018. The annual ranking is Barron’s largest, most comprehensive listing, encompassing financial advisors from all over the nation, from small independent advisors to big Wall Street firms. This is Pagnato’s eighth time appearing on Barron’s prestigious advisors list.

“At PagnatoKarp, our True Fiduciary™ Standards are focused on the best interests of our clients, not our firm.” says Pagnato. “With strategies aimed at asset protection, cost reduction, and unique opportunities, we put our efforts into helping individuals and families to flourish.”

Paul Pagnato is currently ranked #19 on Barron’s Top Independent Advisors, #30 on Forbes America’s Top Wealth Advisors, and #2 in Virginia on Forbes Best-In-State Wealth Advisors lists. Additionally, PagnatoKarp was crowned ‘BEST MULTI-FAMILY OFFICE (New Entrant)’ at the Family Wealth Report Awards 2018. The True Fiduciary™ Family Office was showcased as a preeminent player in the competitive family office space by winning one of the coveted top awards.

According to Barron’s, “This special report names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because performance is often a function of each client’s appetite for risk. In our evaluations, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.”

Barron’s List: http://www.barrons.com/report/top-financial-advisors/1000/virginia/2018

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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 to be #30 on Forbes America’s Top Wealth Advisors list.

“As a firm, PagnatoKarp is focused first and foremost on providing transparent, objective advice that addresses three top issues: safety of assets, opportunities, 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 over $3 billion assets under advisement, PagnatoKarp’s Fiduciary Family Office™ provides personalized, custom solutions for in-house investment, planning, tax, legal, and concierge services that truly streamline lives.

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About PagnatoKarp

PagnatoKarp, an independent wealth management firm with over $3.5 billion assets under advisement, was founded by Paul A. Pagnato and David W. Karp. The True Fiduciary™ Family Office provides personalized, in-house services for investment, planning, tax, legal, private banking, family governance, and concierge. With True Fiduciary™ Standards, clients receive transparent advice focused on asset protection, costs, and opportunities to help provide clarity and peace of mind. Contact pagnatokarp.com or 703-468-2700.

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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 during 2017’. 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.