Recognition

Ranking Methodology

For information about Forbes list of America’s Top Wealth Advisors methodology, click here

For information about AdvisoryHQ’s best financial advisors in Pittsburgh methodology, click here

Barron’s factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

For information about the methodology of the Financial Times list of the top US registered investment advisors, click here

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, 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 link as to participation data/criteria). 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.