Rob Clarfeld, CEO of Clarfeld Wealth Strategists and Financial Confidantes in Tarrytown, has been ranked New York”™s top independent financial adviser for the sixth consecutive year on Barron”™s recently released Top 100 Independent Wealth Advisors list for 2014.
With a score of 99.496 out of 100, Clarfeld ranked eighth nationally for 2014, placing among the top 10 independent wealth advisers nationwide for the sixth year in a row.
“This past year saw us highly ranked by Forbes, the Financial Times, as well as other publications, but the Barron’s ranking is by far the gold standard of the financial services industry,” Clarfeld said in a press release. “We operate in an incredibly competitive environment, among very talented firms, particularly in New York, where the best of the best compete for the trust of extremely sophisticated clients.”
Clarfeld added that his six-year run as Barron”™s top-ranked New York adviser “attests to the consistency of our methodology, high-touch client service culture and ongoing commitment to excellence.”
Unlike some industry surveys that rank advisers solely by assets under management, Barron”™s proprietary ranking methodology assesses assets, quality of business practices, revenue that advisers generate for their firms and other factors, according to the financial publication. A spokesperson for the Clarfeld firm said those factors include  the adviser”™s investment philosophy and contributions to the community and profession. Clarfeld and his company are longtime supporters of the Foundation for Educating Children with Autism and its Devereux Millwood Learning Center.
Barron”™s said the rankings are based on data provided by individual advisers and their firms. That data is confirmed through regulatory databases, cross-checks with securities firms and conversations with individual advisers.
Founded by Clarfeld in 1981, the firm is headquartered at 560 White Plains Road in Tarrytown and has offices in Manhattan and London. The company has a staff of 100 professionals, including 16 shareholders, and manages approximately $5 billion in assets, according to its website.
