Frank Moore, our founder and Chief Investment Officer, was again named to the prestigious Barron’s Top 1,200 Financial Advisors ranking for 2021. This marks the fifth straight year Frank, as head of the Vintage team, has been on the exclusive list. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Barron’s put us #13 in Michigan, the only firm from Washtenaw County and we were one of just eight independent advisors in the state.

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.