Managing director, Jana Shoulders, who has been ranked on the Barron’s Top 100 Women Advisors list the last two years, discusses how client retention rates play into not only the Barron’s ranking, but also our client first philosophy.

Aug. 15, 2019 Video

Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates


Jana Shoulders was ranked number 78 in 2018 and number 91 in 2019 in Top 100 Women Financial Advisors. Barron’s Top 100 Women Financial Advisors and Top Advisor Rankings by State are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Barron’s uses three major components to rank advisers: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory records. Investment performance isn’t an explicit criterion, since client’s investment objectives differ. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit