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TBBJ Largest Investment Firms by Assets Under Management

Information on the list was supplied by the individual companies through questionnaires.  Only the 30 companies that responded to the TBBJ’s inquiries were listed.  The ranking is ranked by total assets under management.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this ranking. TBBJ is not affiliated with Raymond James.

Tampa Bay Business Journal Fast 50

Nominations are done by the companies’ accounting firm, public relations firm or self-nomination. Nominated businesses were then asked to submit their financial data to an outside accounting firm that audits the results. Winners are determined based on the percentage of growth from 2018 to 2020. Additional criteria is further used, including being privately held, for profit, in business prior to January 1st 2018, and revenue of at least $1M for 2018 OR $5M for 2020. All winners must be from one of the following counties: Hernando, Hillsborough, Manatee, Pasco, Pinellas, Polk or Sarasota. Investor experience and/or returns were not considered for this selection. 50 companies were selected out of approximately 150 applications for 2021.This recognition may not be representative of any client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Tampa Bay Business Journal.

Forbes

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Barron’s

Source: Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Seminole 100

FSU Seminole 100 Seminole 100, 2021. Candidate alumni are screened from companies (corporations, partnerships, sole proprietorships) that have been in business as of January 1, 2018 and meet specific FSU alumni criteria in regards to ownership, C-Suite executive team, or senior management team. Revenue based quantitative criteria is used for further screening in addition to meeting certain minimum revenue requirements to be eligible. Investor experience/returns were not considered as part of this list selection. 100 individuals were ultimately selected for the Seminole 100 out of 175 applicants in 2021. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with FSU or The Torch: College of Education Magazine.

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