Insights

March 25, 2024

Coldstream Recognized on Barron’s 2024 Top Advisor Rankings by State

In Awards & Recognition

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson

We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve.

Kevin Fitzwilson

Access the full ranking details on Barron’s website here.

 

Disclaimers and Disclosures

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. No fee was paid for participation in the Barron’s ranking survey. Advisors who wish to be ranked fill out a 102-question survey about their practice. The rankings are based on data as of September 30, 2023, provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories they do multiple sub-calculations. Read more on their methodology on their website.  

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