Awards & Accolades
Forbes Best-In-State Wealth Advisors 2020 1
Forbes’ Best-In-State Wealth Advisors is a list that includes more than 4,000 top advisors throughout the country. Advisors for this list are selected after extensive research and interviewing as part of SHOOK Research’s careful methodology. They are evaluated through both quantitative and qualitative metrics, including but not limited to: weightings from revenue, client retention rates, assets under management, compliance records, industry experience, and whether they exhibit “best practices” when working with clients. To view our profile in the Forbes directory, please click here.
Barron’s Top 1,200 Financial Advisors 2020 2
Barron’s Top 1,200 ranking draws from all 50 states, plus the District of Columbia and it’s the largest, most comprehensive of the annual advisor listings that Barron’s Magazine runs. It includes a cross-section of private wealth advisors from independents who own and operate their own practices to advisors from the large Wall Street firms. This special report lists the top advisors in each state with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. To view our profile in the Barron’s directory, please click here. To view the full ranking table for 2020, please click here.
NJBIZ Best Places to Work NJ 2020 3
For 2020, Condor Capital Wealth Management ranked among the best small companies to work for in the state of New Jersey, making it eight years on this prestigious list. NJBIZ is New Jersey’s only weekly business journal covering the entire state with the goal of providing useful and important information for the benefit of New Jersey’s customers, employees, and communities as a whole. Every year, NJBIZ selects 100 companies to receive the coveted designation of “Best Place to Work in NJ.” Winners are selected based on employee information, surveys, and company specific data such as policies, practices, and demographics. The recipients are then divided between large, medium, and small-sized companies to complete the process and earn a spot on the list of Best Places to Work in NJ. To view the full list for 2020, please click here.
2020 Top 100 Financial Advisor Firms in Colorado 4
Condor Capital Wealth Management was recognized in investor.com’s ranking for the 2020 Top 100 Financial Advisor Firms in Colorado. This list leverages the latest update of investor.com’s Trust Algorithm to determine the best firms with at least one location in Colorado among more than 650,000 individuals and 17,000 RIAs throughout the nation. Data from various sources, such as the FINRA Broker Check, SEC IAPD, state regulator databases, and professional designation websites, is used to compare various data points and determine a star rating for each qualifying company. Condor is proud to announce that we have qualified for a 5-star rating and received the “Trusted by investor.com” badge to certify that we achieved a score of at least 85 points or higher based on the Trust Algorithm. To view the full list for 2020, please click here. For Condor’s specific entry in the directory, please visit our profile listing.
2021 Five Star Wealth Manager 5
Condor Capital’s founder and president, Ken Schapiro, was recognized as a 2021 Five Star Wealth Manager, making it his tenth time receiving this award. Our Vice President of Portfolio Management, Jeanette Lucas, was also recognized as a 2021 Five Star Wealth Manager. The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. After careful consideration, awards are presented to top wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals, and investment professionals in more than 45 markets across the above-listed regions. Five Star Professional also offers public exposure to award winners by offering no-cost listings within city and regional magazines in order to receive the recognition they deserve.
2018 Top RIAs by Financial Advisor Magazine 6
Reaching 108,000 qualified readers each month, Financial Advisor magazine delivers essential market information and strategies that advisors need to succeed in the complex area of wealth management. Every year the publication conducts a survey to determine the best registered investment advisors (RIAs) in the country based on information submitted by individual firms. Companies are ranked based on the total of their discretionary and nondiscretionary assets, percentage growth in total assets, and percentage growth in assets per client.
2016 Best Financial Advisers for Dentists 7
Published by Advanstar Communications, this listing is a source of information concerning individual financial advisers for use by dentists and the public. Based on criteria such as qualifications, good standing with the SEC and FINRA, fee arrangements, and minimum portfolio amounts, winners are selected and released to subscribers of the Dental Products Report service.
2016 Medical Economics Best Financial Advisers for Doctors 8
For six consecutive years, Condor Capital Wealth Management has appeared in Medical Economics! Published by Advanstar Communications, this listing is a source of information concerning individual financial advisers for use by physicians, heath care professionals, and the public. Based on criteria such as qualifications, good standing with the SEC and FINRA, fee arrangements, and minimum portfolio amounts, winners are selected and released to subscribers of the Medical Economics publication.
2015 Financial Times Top 300 Financial Advisers 9
Financial Times, one of the largest financial news publications in the world, publishes a yearly list of the top 300 registered investment advisers (RIAs) in the United States. The goal of the Financial Times 300 is to select reputable advisers registered with the SEC who manage more than $300 million in assets. Selection criteria are centered on the mindset of affluent and wealthy investors who tend to be readers of the Financial Times. After an RIA is initially considered by Financial Times, they are sent a lengthy application that is then submitted and evaluated along with independent research from regulatory filings and outside data. Overall, firms are assessed based on their assets under management, years of existence, compliance record, and certification, among other criteria. In all, an elite group of advisers is selected as the FT top 300 RIAs in the country.
Recognized on InvestmentNews RIA Rankings 10
InvestmentNews is a weekly publication for financial advisers covering the entire financial services industry. Each year the publication compiles and ranks the top fee only RIAs in the country. To be considered, firms must first meet certain standards based on AUM, classifications, and various other criteria. Firms who qualify are then listed and ranked on the InvestmentNews website.
Forbes Best-In-State Wealth Advisors 1
Barron’s Top 1,200 Financial Advisors 2
NJBIZ Best Places to Work NJ 3
investor.com’s Top 100 Financial Advisor Firms in Colorado 4
The Five Star Wealth Manager Award 5
Top RIAs by Financial Advisor Magazine 6
The Best Financial Advisers for Dentists 7
The Medical Economics Best Financial Advisers for Doctors 8
The Financial Times Top 300 Registered Investment Advisers 9