Ranked #8 in Barron’s “Top 30 Independent Financial Advisors” — September 2017

Top Independent Financial Advisors

When Ric Edelman and his wife, Jean, started their financial planning practice in 1986, they faced one major obstacle. “Nobody had ever heard of financial planning,” he recalls. Entering an industry dominated by a sales culture and often-conflicted advice, pioneers like Edelman spent decades tirelessly advocating for and providing something…

BBR Partners was ranked #8 in Barron’s “Top 30 Independent Financial Advisors”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. The ranking weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.

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