barrons top advisor 1200 2023 wealth madison connecticut

“I am thrilled to be ranked for the third consecutive year as one of the top advisors in Connecticut, and in the country,” said Bob. “At Principle, we work as a team to help our clients achieve their desired outcomes and to improve their financial well-being. This award is a reflection of the hard work that each member of Principle puts into this effort. We are proud of the many long-term relationships we have built with our clients.”

In order to be considered for this award, advisors must complete a comprehensive survey on their practice, which is then verified and used to generate a ranking, taking into account assets, revenue, quality of practice, and a variety of other quantitative and qualitative factors. According to Barron’s, the rankings “are meant as a starting point for clients looking for an advisor – a first-pass vetting that can help investors narrow their search.”

PWP is an independent Registered Investment Advisory (RIA) firm with offices in Madison, Westport, and Old Saybrook, Connecticut. PWP manages over $1.94 billion in assets for clients in over 30 states, as of 1/31/2023. PWP provides comprehensive retirement planning, investment management, financial planning, tax management, estate planning, and charitable giving services to entrepreneurs, executives, families, and businesses. With over a century of combined experience and a philosophy rooted in behavioral finance, PWP commits to learning each client’s individual goals and objectives to tailor solutions that meet their needs.

Principle Wealth Partners LLC is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure.


Source: Barron’s “Top 1,200 Financial Advisors,” March 2023. Barron’s “Top 1,200 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Barron’s in exchange for the rating, however Principle Wealth Partners does pay to use the award ribbon for marketing materials. Principle Wealth Partners is not affiliated with Barron’s or Dow Jones & Company, L.P. All of the information provided has been obtained from sources considered to be reliable, but we do not guarantee its accuracy or completeness, and does not constitute a recommendation. Barron’s is a registered trademark of Dow Jones & Company, L.P.