One of America’s Top Wealth Managers

 

The Top 100 
Independent Advisors

Ranked #98 – 
September 2017

barrons-blue-1

America’s Top 1,200
Financial Advisors

March 2017

Barron's

Financial Times
400 Top Advisors

March 2017

Financial Times

America’s
Top Wealth Advisors

August 2016

Forbes

Financial Times
400 Top Advisors

March 2016

Financial Times

America’s Top 1,200
Financial Advisors

February 2016

Barron's

America’s Top 1,200
Financial Advisors

February 2015

NABCAP Premier
Advisors Top
Wealth Managers

May 2012

Top  Wealth Managers

The Barron’s Top
1,000 Financial Advisors

February 2014

barrons-blue-1

America’s Top 100
Independent B/D Advisors

Ranked #7 – August 2011

Registred Rep

Leading Providers
of the South Eastern U.S.

June 2011

forbes

Top 1,000
Advisors State
by State

February 2011

barrons-blue-1

America’s Top 100
Independent Advisors

Ranked #12
November 2010

rep

Goldline Research’s
Leading Wealth
Managers – U.S.

October 2010

forbes

The Barron’s Top 1,000 Financial Advisors

February 2008

Goldline Research’s Leading Providers of the Southeast

February 2010

forbes

Top 1,000 Advisors
State by State

Ranked #14
February 2010

barrons-blue-1

Goldline Research’s
Leading Wealth Managers
of The Southeast

July 2009

forbes

The Top 100
Independent Advisors

Ranked #78 –
August 2009

barrons-blue-1

Named a Five Star
Best in Client Satisfaction
Wealth Manager

September 2008

clt

Goldline Research’s
Top Ten Most Dependable
Wealth Manager
of The Southeast

September 2008

forbes

 
 
 

Award Selection Criteria for Top Financial Advisors

The Barron’s Top Advisors rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component.

Financial Times Top 400 Advisors rankings are based on data provided by investment firms.  Factors include assets under management, experience, industry certifications and compliance record.  Investment performance and financial advisor productions are not explicit components.

Forbes rankings of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.  Portfolio performance is not a creteria due to varying client objectives and lack of audited data.  Neither Forbes nor SHOOK receives a fee in exchange for the rankings.

Registered Rep rankings were based on assets under management for independent broker/dealer reps only. Linden Thomas and Company and Steve Thomas offer investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), Members SIPC. Linden Thomas and Company is a separate entity from WFAFN.

NABCAP’s 2012 Premier Advisor evaluation and ranking program is an independent third-party assessment based on 20 categories of practice management, including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any on client’s experience and is not indicative of past or future investment performance. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC. Linden Thomas and Company is a separate entity from WFAFN.

The 2007 Charlotte Business Journal’s ranking of wealth advisers in the region is the result of a partnership with The Winner’s Circle and its founder, R.J. Shook. The Winner’s Circle team received more than 7,000 nominations of high-performing financial advisers nationwide from securities firms, banks, independent firms and others. Of the nominees from the Charlotte region, The Winner’s Circle team analyzed quantitative and qualitative criteria, including assets managed, revenue, industry experience, compliance history and discussions with management. Client portfolio performance was not a criteria. From this data and in-person interviews with the nominees, The Winner’s Circle selected 20 top wealth managers from the Charlotte region. Profiles of the advisers ranked in the top five are in this section. The Winner’s Circle, which has published similar lists in Barron’s, is an advocacy organization independent of the firms in the rankings in this project. The Florida-based group does not receive compensation from the more than 100 participating firms or their affiliates, financial advisers or the media for the rankings.

 

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Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

© 2016 Linden Thomas and Company All rights reserved.

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Accolades Top Financial Advisors

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

© 2016 Linden Thomas and Company All rights reserved.