Insights

How awards are determined

Since we launched as an independent firm, Quorum Private Wealth has been recognized across the board for excellence. Some of these awards recognize the entire firm, others highlight individual advisors.

You may notice that, when we receive these awards, we always share a disclaimer: No fee was paid to be included in the ranking or to hold out marketing materials.

That’s because Quorum does not pay to be included in these lists. The organizers of these awards uses their own set of criteria and methodology in selecting recipients.

We’re including links to the methodology used here, to help anyone who’s interested understand how we came to be recognized.

Forbes | SHOOK Research awards for:

AdvisorHub’s list of 200 Advisors to Watch.

Wealth Solutions Report’s Pathfinder awards.

And of course, before we wrap this up, another reminder: No award highlighting an advisor’s achievements can predict that advisor’s future performance. As with markets, past performance does not predict future results. Beyond that, individual experiences working with an advisor may vary.

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