Skip to main content

Awards & Accolades

Proud to make a difference

Barron's Top 1200 Financial Advisors - Ken Schapiro

Barron’s Top 1,200 Financial Advisors 2024

Awarded to:

Ken Schapiro, Chief Executive Officer of Condor Capital Wealth Management, was listed in Barron’s ranking for the Top 1,200 Financial Advisors in 2024. This makes the eighth consecutive year he has placed in this ranking, and he is currently #27 in the state of New Jersey. Barron’s Top 1,200 Financial Advisors 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 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 Ken’s profile in Barron’s directory, please click here. To view the full ranking table, please click here.

Forbes Best-in-State Wealth Advisors 2024

Forbes Best-In-State Wealth Advisors 2024

Awarded to:

Condor Capital Wealth Management’s Chief Executive Officer, Ken Schapiro, was recognized as a Forbes Best-In-State Wealth Advisor for 2024. He is currently ranked #11 in the North NJ (High Net Worth) category.

Advisors for this list are selected after extensive research and interviews 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 Ken’s profile in the Forbes directory, please click here. To view the full Best-In-State Wealth Advisor List, click here.

Forbes Top RIA Firms 2024

Condor Capital Wealth Management was named to Forbes Top RIA Firms in America for 2024. The firm was ranked #212.

Developed by SHOOK Research, Forbes Top RIA Firms in America rankings are based on quantitative data and qualitative criteria determined via phone, virtual, and in-person diligence interviews. To qualify, advisors must have at least four years of experience. Factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to high standards of best practices are considered when evaluating firms. The full methodology can be found in Forbes’ announcement.

To view Condor’s profile in the Forbes directory, please click here. To view the full Top RIA Firms ranking, click here.

Forbes Best-in-State Top Next-Gen Wealth Advisors 2024

Awarded to:

Condor Capital Wealth Management Partner and Senior Financial Advisor, Tanya Walliser, was selected for the Forbes Best-in-State Top Next-Gen Wealth Advisors 2024 ranking. She ranked #49 for the state of New Jersey.

Developed by SHOOK Research, the Forbes Next-Gen Wealth Advisors rankings are based on quantitative data and qualitative criteria determined via phone, virtual, and in-person diligence interviews. To qualify, advisors must have at least four years of experience. Factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to high standards of best practices are considered when evaluating advisors. The full methodology can be found in Forbes’ announcement.

To view Tanya’s profile in the Forbes directory, please click here. To view the full Best-in-State Top Next-Gen Advisors list, click here.

NJBIZ Best Places to Work NJ 2024

For 2024, Condor Capital Wealth Management ranked among the best small companies to work for in the state of New Jersey, making it twelve 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 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 2024, please click here.

2024 RIA Ranking by Financial Advisor Magazine

Condor Capital was recognized in the 2024 RIA Ranking by Financial Advisor Magazine and listed as #222 for the “$1 billion and over” asset category.

For a link to the full ranking, please click here.

Reaching 80,000 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.

InvestmentNews 2024 Best Places to Work for Financial Advisors in the USA

Condor Capital Wealth Management was named to the InvestmentNews 2024 Best Places to Work for Financial Advisors in the USA list. Condor was recognized in the Small Employer category, which includes firms comprising 15-29 US employees.

The InvestmentNews Best Places to Work for Financial Advisors in the USA award recognizes the most exceptional firms in the country. Through an employer form and employee survey, InvestmentNews collects extensive feedback and data to evaluate organizations based on employee confidence in their leadership, benefits, and other factors.

The full announcement and methodology from InvestmentNews, as well as the list of winners, can be found here.

2024 The Five Star Wealth Manager Award

Awarded to:

Several of Condor Capital’s financial advisors were recognized as 2024 Five Star Wealth Managers:

To view the full ranking list, please click here.

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.

InvestmentNews Hot List 2023

Awarded to:

Ken Schapiro was recognized in the InvestmentNews Hot List for 2023. This list acknowledges the top figures across the country, selected from hundreds of nominations, whose contributions have shaped the wealth management industry.

The full report and list for the InvestmentNews 2023 Hot List can be found here.

InvestmentNews Top Financial Advisors in the USA 2024

Awarded to:

Ken Schapiro was named to InvestmentNews’ Top Financial Advisors in the USA ranking for 2024. He is ranked #13 on the list, joining other prominent performers in the industry who have shown an exceptional commitment to transparency, communication, education, and personalization.

According to InvestmentNews, “Key metrics used to determine the top performers was overall AUM, as well as percentage changes in AUM and number of clients between 2022 and 2023.”

The full announcement and list by InvestmentNews can be found here.

NJBIZ 2024 Leaders in Finance

Awarded to:

Ken Schapiro was named a recipient of the NJBiz Leaders in Finance award for 2024. He and other honorees were recognized during an awards ceremony on April 18 at the Doubletree by Hilton Somerset Hotel and Conference Center.

Honorees for the NJBiz Leaders in Finance are selected by a panel of experienced judges in the financial industry. Candidates for 2024 included those in categories such as banking, corporate, investment, and blockchain. The panel evaluates nominees based on their professional contributions as well as industry and community involvement.

For the announcement by NJBiz and the full list of honorees, please click here.

AdvisorHub 2024 Advisors to Watch: Top 200 RIAs

Awarded to:

Ken Schapiro was named to AdvisorHub’s 2024 Advisors to Watch ranking. He ranked #66 in the 200 RIAs to Watch list.

The Advisors to Watch rankings are determined based on advisors’ 1) scale and quality of practice, 2) year-over-year growth, and 3) overall professionalism. According to AdvisorHub’s methodology, for the 2024 rankings, they received nominations from 339 firms, and nominees were required to have at least seven years of experience, $150 million AUM, and a clean regulatory record. Participation in the ranking is open to any firm or advisor, and there are no participation fees.

For AdvisorHub’s 2024 ranking announcement, please click here.

Disclosures

Barron’s Top 1,200 Financial Advisors 2024

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Advisor rankings are broken down by state. Additional information on the ranking can be found in the Barron’s methodology. Advisors do not pay a fee for consideration in the ranking but can pay a fee to enhance their profile in the Barron’s directory.

Forbes Best-In-State Wealth Advisors 2024

Data for the ranking was provided by SHOOK® Research, LLC and is as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The full methodology can be found here. Advisors do not pay a fee for consideration in the ranking but can pay a fee for promotional products pertaining to the ranking.

Forbes Top RIA Firms 2024

Data for the ranking was provided by SHOOK® Research, LLC and is as of 3/31/24. To be considered, the following basic requirements must be met: a minimum of 7 years as an advisor for 1 partner/principal, fully operational as a practice for a minimum of 1 year, must incorporate a fiduciary model, completion of online survey and interview with SHOOK, evaluations focused on wealth management, and acceptable compliance record. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Advisors do not pay a fee for consideration in the ranking but have the opportunity to purchase promotional products pertaining to the ranking. For additional information, please see the methodology for the ranking on the Forbes website.

Forbes Best-in-State Top Next-Gen Wealth Advisors 2024

Data for the ranking was provided by SHOOK® Research, LLC and is as of 3/31/24. To be considered, advisors must be born in 1985 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Advisors do not pay a fee for consideration in the ranking but have the opportunity to purchase promotional products pertaining to the ranking. For additional information, please see the methodology for the ranking on the Forbes website.

NJBIZ Best Places to Work NJ 2024

To be eligible for consideration, companies must meet the following criteria: Be a for-profit or not-for-profit business or government entity, Be a publicly or privately held business, Have a facility in the state of New Jersey, Have a minimum of 15 employees working in the state of New Jersey, and Must be in business a minimum of 1 year. Best Companies Group conducts a simple yet thorough company assessment. The assessment is a two-part process designed to gather detailed data about each participating company. In part one, the employer completes a questionnaire and in part two, employees of the company complete an employee survey. The collected information from the two instruments will be combined to produce a detailed set of data enabling the analysts to determine the strengths and opportunities of the participating companies. The workplaces are ranked based on this data and then the Employee Feedback Reports are returned to each participating company. Companies pay a fee to be considered for the list. For more information on company eligibility and the process, please click here.

2024 RIA Ranking by Financial Advisor Magazine

Financial Advisor Magazine, a national publication created exclusively for independent financial planners and registered investment advisors, featured an 2024 RIA Ranking based on year-end 2023 assets, percent growth in assets from 2022 to 2023, assets per client, percent growth in assets per client, and percent change in number of clients. Companies do not pay a fee for consideration in the ranking.

InvestmentNews 2024 Best Places to Work for Financial Advisors in the USA

To find and recognize the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group first invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. To be eligible, an organization must: 1) be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually registered firm affiliated with an IBD and doing business through an RIA; 2) be based in the US; 3) have a minimum of 15 full- or part-time employees working in the US (all employees in the company should be included in the employee count, not just in the financial advising department); and 4) be in business for a minimum of one year. Next, employers completed an in-depth questionnaire and employees were given the opportunity to offer their honest feedback by taking part in a company-wide survey. Once both portions of the assessment were complete, the InvestmentNews team analyzed the data to determine if an organization had what it takes to be the “best.” To ensure credibility, organizations having 15–24 employees must have an 80 percent or better response rate on the employee survey. A fee was paid for consideration via Best Companies Group.

2024 The Five Star Wealth Manager Award

The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaints filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For additional information, please see Five Star Professional’s methodology section.

InvestmentNews Hot List 2023

Data and information are as of August 2023. InvestmentNews invited wealth professionals across the country to nominate leaders for the inaugural Hot List. After receiving hundreds of nominations, InvestmentNews narrowed the list down to 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. Advisors do not pay a fee for consideration in the ranking. Additional information can be found on the InvestmentNews website.

InvestmentNews Top Financial Advisors in the USA 2024

InvestmentNews collected data from nominated advisors and weighted rankings based on AUM, AUM growth, and client growth. Data is from the period of September 2022 and September 2023. Advisors do not pay a fee for consideration in the ranking. Additional information can be found on the InvestmentNews website.

NJBIZ 2024 Leaders in Finance

NJBIZ had an open nomination period where honorees were chosen by a panel of independent judges with experience in the financial field. Criteria under consideration include: involvement in one’s industry and community, as well as professional achievements. For the year of 2024, the award program was open to candidates in the banking, corporate, investment, professional, and blockchain categories. Additional information can be found on the NJBIZ website.

AdvisorHub 2024 Advisors to Watch: Top 200 RIAs

For the 2024 rankings, AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. Additional information can be found on the AdvisorHub website.

Subscribe to Our Newsletter

Subscribe to Our Newsletter

Sign up to receive monthly insights on financial markets, investing strategies, and personal finance tips.