For 2020, Barron’s has again named Frank Moore to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28, jumped to #18 in 2018, then #16 last year, and up to #12 for 2020. He’s the top ranked advisor in Washtenaw County and the only local one to make the ranking in each of the last four years.
Barron’s describes their methodology, “Our rankings are based on assets under management, revenue generated by advisors for their firms, and the quality of their practices. Investment performance isn’t an explicit criterion, because it is often a function of each client’s appetite for risk. In our evaluations, we examine regulatory records, internal company documents, and 100-plus data points provided by the advisors themselves.” Advisors cannot pay to be recognized.
There were just two firms, including Vintage, in the top fifteen that manage assets of less than $1 billion, so we were pleased to be included for our quality rather than quantity.