The National Association of Board Certified Advisory Practices (NABCAP) is established to serve the needs of the investing public by helping identify top wealth managers. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency to the financial services industry for the investor’s benefit.
The full list of Washington’s Premier Wealth Advisors was published in the Washington Business Journal in their September 26, 2014, issue.
Read the article here: NABCAP 2014 WashBizJournal
NABCAP: “Premier Wealth Advisors”. Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (“Program”). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP’s methodology go to nabcap.org.
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