Ralph Byer's profile

Barron’s Top 1200 US Financial Advisors State-by-State

Experienced finance professional Ralph Byers serves as a managing director and wealth management advisor at Merrill Lynch. He leads the Byer Wealth Management Group and provides financial services to individuals, families, and corporations. In 2020, Ralph Byers was listed in Barron’s Top 1200 US Financial Advisors State-by-State.

Barron’s Top 1200 US Financial Advisors State-by-State is an annual listing of the best financial advisors in America, organized by state. From a pool of more than 6,000 nominees, the awardees are selected based on certain quantitative and qualitative criteria.

The quantitative criteria include the value of managed assets, contribution to the firm’s revenues, and regulatory records and complaints. Also, the nominee must have worked in the financial services industry for at least seven years. The qualitative criteria, however, include quality of service and philanthropic work. Once nominated, a financial advisor fills out a survey about their practice. The information provided is verified and used according to the criteria above.

According to Barron’s, the listing can serve as the public’s starting point when vetting and choosing financial advisors. The listing does not guarantee a financial advisor’s future performance or represent any client’s experience working with a particular financial advisor.

Barron’s Top 1200 US Financial Advisors State-by-State
Published:

Barron’s Top 1200 US Financial Advisors State-by-State

Published: