Forbes America’s Top Wealth Advisors

America's Top Wealth Advisors

Forbes Ranks Paul Pagnato #30 On America’s Top Wealth Advisors List For 2017

RESTON, Va., October 2, 2017 /PRNewswire/ —

Our team is proud to share on behalf of PagnatoKarp, that Forbes again ranked Paul A. Pagnato, Founder and CEO, a Top Wealth Advisor in America for 2017. Pagnato is listed at #30 for the second year in a row on the Forbes list, and was recently ranked #19 on Barron’s Top 100 Independent Advisors List. Forbes also invited Pagnato to be a moderator at their Under 30 Summit in Boston, MA, to share insights and best practices during multiple sessions.

“At PagnatoKarp, we streamline the lives of our clients by focusing on their 3 top concerns: safety of assets, simplicity, and cost,” said Pagnato. “This distinction by Forbes reinforces for us that our growth in quality, AUM, and revenue is a result of our True Fiduciary™ Standards.”

The Forbes Top 250 Wealth Advisors in America ranking is based on an algorithm of vast qualitative/quantitative data, rating thousands of wealth advisors with a minimum of seven years’ experience. Factors weighed include quality of practice, client retention, experience, compliance records, firm nominations, AUM, revenue, and best practices learned through extensive phone and in-person interviews. Shook Research compiles the list from over 11,000 nominations.

PagnatoKarp’s mission is to positively impact one million American lives with True Fiduciary™ Standards of pure, transparent and objective advice that puts clients’ interests first. With $3 billion assets under advisement, we have provided protection, savings, and peace of mind to wealthy individuals and families for over 20 years. Our Fiduciary Family Office™ simplifies lives with a digitally integrated solution for in-house investment, tax, legal, concierge, and lifestyle services.

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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 Independent Wealth 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.

Read the PRNewswire press release here: Forbes Ranks Paul Pagnato #30 On America’s Top Wealth Advisors List For 2017

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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. 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.