Rankings methodologies

Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waldron 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 advisers (see links below for participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Waldron did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waldron by any of its clients.  ANY QUESTIONS: Waldron’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

For more information about Forbes’ Best-In-State Wealth Advisor methodology, click here.

For more information about Forbes’ Top NextGen Wealth Advisor Best-In-State methodology, click here

For more information about Forbes’ Top Women Wealth Advisor Best-In-State methodology, click here

For more information about Forbes’ America’s Top RIA Firms methodology, click here

For more information about Barron’s Top 100 RIA Firms methodology, click here

For more information about Barron’s Hall of Fame Advisor methodology, click here

For more information about The Pittsburgh Post-Gazette Top Workplaces, click here

To view our ADV, Form CRS and Disclosures, click here