Mark J. Smith CFP, CPA/PFS, CIMA, president and branch manager of Greenwood Village-based M.J. Smith and Associates, has been named to the Forbes 2016 ranking of America’s Top Wealth Advisors, developed by SHOOK Research. SHOOK Research based its rankings on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors on criteria that include experience, revenue trends, assets under management, compliance records and best practices. Smith, who founded M.J. Smith and Associates 33 years ago, ranked 87 on the list of 100 top advisors.
“The process for selecting the list of top advisors is quite rigorous, and involves online surveys, telephone and in-person interviews,” said Smith. “I’m honored to be named to this prestigious list, which includes many advisors from large wirehouses, as well as advisors concentrated on both coasts,” he added.
With a typical account size ranging from $1.5 million and total assets under management of $782 million, M.J. Smith and Associates prides itself on attracting and keeping its clients for life. The firm’s focus is on building trust, providing superior client service, and helping clients become good financial stewards through ongoing education.
To select the top wealth advisors for Forbes, SHOOK Research accepts advisor nominations based on predetermined minimum thresholds and acceptable compliance records. From there, the company invites 4,000 advisors to complete an online survey, and then conducts telephone and in-person interviews to narrow the list. SHOOK Research does not use portfolio performance as a criterion for selection.
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