Barron’s Top Advisor Rankings

Barrons Top Advisors

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 #16 on Barron’s Top Independent Advisors, #35 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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At PagnatoKarp, we help high-net-worth families streamline and move forward. Our boutique team of professionals manage complex needs through investments, financial planning, tax, legal, private banking, family governance and concierge. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cost, and opportunities.

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 $3.8 billion assets under advisement (as of 9/30/18). 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.

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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.