Celebrating 30 Years of Putting Clients First(877) 554-8150

Top Private Wealth Manager - 27 National Recognitions What we do for our clients matters

As Linden Thomas & Company has grown over the years, we have never lost focus on what’s important. Our clients are at the center of everything we do.

If our efforts produce great results for our clients, then who do you think benefits?

When someone hires Linden Thomas & Company, we take great pride in putting their needs first. This is why we have built a team of professionals with different talents to build portfolios directly tailored specifically to the client’s needs. Our focus starts with service and education and ends with tailored needs and results. Over the years this focus has helped our founder and team to be one of the industry’s most recognized, but the real reward is when clients can rest and know they are being cared for.

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Oct 2020 Financial Times Award
Sept 2018 Financial Times Award
Mar 2018 Barron's Award
Sept 2017 Barron's Award
Sept 2017 Charlotte Mag Awards
Mar 2017 Financial Timeas Award
Mar 2017 Barron's Award
Aug 2016 Forbes Award
Award Winning Wealth Manager
Mar 2016 Financial Times Award
Feb 2016 Barron's Award
Feb 2014 Award
June 2013 Forbes Award
Feb 2013 Barron's Award
May 2012 Business Journal Award
Feb 2012 Barron's Award
Aug 2011 Rep Award
June 2011 Frobes Award
Feb 2011 Barron's Award
Nov 2010 Rep Award
Forbes Award
Forbes Award
Barron's Award
Aug 2008 Barron's Award
Forbes Award
Sept 2009 Forbes Award
Sept 2008 Charlotte Magazine Award
 
 
 

Award Winning Wealth Manager – 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.

And, the 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 criteria 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 advisor reps only. Linden Thomas & Company and Steve Thomas offer investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), Members SIPC. Linden Thomas & 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 & 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.

Linden Thomas & Company is very proud to be considered an award winning wealth manager and looks forward to helping you achieve your financial goals.

 

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

© 2020. 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

Customer Relationship Summary

Award Winning Wealth Manager

Connect With Us

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

Customer Relationship Summary

© 2020 Linden Thomas and Company All rights reserved.