This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Join us for a talk and Q&A session with Jack Wadsworth, former Chairman of Morgan Stanley Asia and the man who built Morgan Stanley's business in Japan and China from the ground up. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2015 Barron's Top 30 Institutional Consultants. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Our disciplined process begins with a thorough financial plan to understand your goals and concerns, which in turn, drives the strategies and services we tailor for you. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. John S. Wadsworth, Advising Director at Morgan Stanley, speaks at the 15th Asia Society Corporate Conference in Bangkok, Thailand, Friday, June 10,. Source: planadviser.com (May 2018) awarded in 2018. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). By Max Abelson October 19, 2022, 2:00 AM PDT Copied Gift this article Up. This exclusive conference is designed to promote best practices and generate new ideas across the industry. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Here, we conduct a detailed analysis of your financial situation using various financial planning and risk analysis tools. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. We then develop a detailed financial plan with recommendations to help you effectively build, preserve and transfer your wealth. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. By incorporating sustainable investments into your overall financial plan, you can align your personal finances with your family values. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Mr. Wadsworth joined Morgan Stanley as a Managing Director in 1978. He enjoys partnering with his father, Bill, their long-time associate, Carol, and latest addition to the team, Hollina, in managing their family wealth management practice. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Phone: 952.215.6196. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. 2018 Financial Times 401 Top Retirement Advisors. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. This is often referred to as Sustainable Investing, Investing with Impact or Socially-Responsible Investing. This discipline aims to align financial goals, which are driven by economic fundamentals, with impact goals, which are driven by personal values and mission. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. use tab and shift-tab to navigate once expanded, Experiential Learning & Community Engagement, Center for Development Economics Phone Number. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: napa-net.org (March 2019) awarded in 2019. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: napa-net.org (November 2020) awarded in 2020. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Our personalized wealth management process is designed to create a roadmap for your financial future. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He has also mentored several young entrepreneurs in their efforts to start innovative businesses. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 2020 Forbes America's Top Wealth Advisors. On Wall Streets Top 100 Branch Manager Honorees. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. Investment performance is not a criterion. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. As an experienced advisory team, we take a holistic approach to wealth management. Nominees must be women retirement plan advisors with their own book of business. As the founder and senior advisor of The Brewer Wadsworth Group, he is responsible for shaping the teams strategic vision. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. James Wadsworth son Nathaniel Wadsworth, I son Ichabod Wadsworth son This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. 2022 PLANADVISER Retirement Plan Adviser of the Year. Learn about our security measures and use our resources and ideas to help protect yourself online. John S. Wadsworth, Jr. '61 Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking is not indicative of the Financial Advisors future performance. Coalition Greenwich Quality Leader Award 2021. $35 at the door, Register Onlineearly bird ends 12/15/2010, Jack Wadsworth, '63 (Speaker)Advisory Director, Morgan Stanleyhttp://morganstanley.com. AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond.