Forbes Ranks Clarfeld Financial Advisors #1 Wealth Advisor in New York state

TARRYTOWN, N.Y., Feb. 20, 2018 /PRNewswire/ — Forbes magazine has named Rob Clarfeld, founder and CEO of Clarfeld Financial Advisors, the #1 wealth advisor in New York on its 2018 Best-In-State Wealth Advisors list. This accolade follows a series of prestigious recognitions, including Barron’s, which last year ranked Clarfeld New York’s #1 independent wealth advisor for the ninth consecutive year. The firm has also been recognized as among the best in the profession by Forbes, the Financial Times and Bloomberg.

“We are honored to be named the most elite wealth management firm in New York state, providing superior advisory, estate planning, tax planning and concierge services to high net worth families and individuals,” said Clarfeld Financial Advisors CEO Rob Clarfeld. “Our attentive, comprehensive service culture is the core of who we are, and we are deeply grateful to be recognized for our work.”

This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country. Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, community involvement, client retention data, and revenue trends. To be considered, advisors must have a minimum of seven years’ experience. The criteria do not include portfolio performance, due to varying client objectives and lack of audited data.

Neither Forbes nor SHOOK receives a fee in exchange for rankings. To view the list, visit the ranking page on the Forbes website and select ‘New York State.’

About Clarfeld Financial Advisors:
Headquartered in Westchester, N.Y. with offices in New York City, Clarfeld is a leading wealth management firm and multi-family office. Clarfeld’s team of attorneys, CFAs, CPAs and CFPs® seamlessly provide the full continuum of investment and wealth management and estate planning services; comprehensive income tax planning and compliance; and highly personalized concierge family office services. With 100 professionals, including 20 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while maintaining its boutique focus on each client’s unique situation. Clarfeld presently manages over $6 billion in assets. For further information, visit Clarfeld.com or call (914) 846-0100.

Please Note: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld 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 advisors. No ranking should be construed as a current or past endorsement of Clarfeld by any of its clients. ANY QUESTIONS: Clarfeld’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.