Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients
Valerie Newell, principal & senior wealth advisor, has been ranked on Barron’s list of Top 100 Women Advisors for four years running. Find out how this ranking translates to putting clients first at Mariner Wealth Advisors.
Barron’s Top 100 Women Advisors: Rankings are typically published in June of each year based on March 31st data, including 1- and 5-year periods. Valerie Newell – ranking include 2019: #4; 2018: #3; 2017 #4; 2016 #4.
Barron’s Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis and rankings are typically published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. Valerie Newell was ranked #1 in Ohio, in 2016-2019.
The rankings are based on data provided by individual advisors and their firms. Barron’s publishes rankings based on regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary, but the formula features three major categories of calculations: Assets, Revenue, and Quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.