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 PCM 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. Unless expressly indicated to the contrary, PCM 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 PCM by any of its clients.
The Financial Advisor 100 is based on core data points gathered from the data provider, AccuPoint Solutions. AccuPoint then applied the following weighted categories to further refine and rank the firms: disclosures, years in existence, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, AUM, percentage of discretionary AUM, total accounts, number of states where the RIA is registered and country of domicile.