St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors.
This year marks the second year in a row Diane is ranked among the top 100 Independent Financial Advisors by Barron’s. Barron’s, one of the nation’s premier financial publications, includes both men and women on their list. Of their top 100 advisors, men hold 82 spots on their rankings and women hold 18 spots. Diane is not only one of just 18 women advisors on Barron’s list, but she is the only advisor in Missouri named to the prestigious list.
Barron’s 2020 Top Independent Advisors rankings utilizes three data points: assets, revenue and quality of practice. The data is verified by Barron’s and used in their formula for generating rankings. This year, Diane is ranked 82nd and moves up nine places from her 91st rank in 2019.
In the introductory article about the top 100 advisors, Barron’s said Covid-19 made the adoption of technology for all advisors a top priority. Technology, such as videoconferencing and digital account sign up, became an immediate concern. Without a robust technology platform, wealth managers realized they were in for a rough ride.
“I’m thankful we were well positioned with our platform to address our immediate technology needs we faced this year,” said Compardo. “Our team consists of individuals with diverse backgrounds who worked together through a difficult time to produce a client experience which exceeded expectations. I’m honored to be on Barron’s 2020 Top Independent Advisors list this year. Our success has been built on our ability to form long-lasting client relationships.”
She has successfully established herself and her team as a trusted provider of comprehensive financial planning and family office services to senior corporate executives and successful entrepreneurs, including several current and former Fortune 100 CEOs, and a growing number of ultra-affluent multi-generational families located throughout the United States.
Compardo, Wienstroer, Conrad & Janes deep bench of highly-credentialed and diverse professionals allows us to provide a truly comprehensive and robust client experience. We serve Family Office, Professional Athletes and Family CFO clients. You can visit our website here. The full list of “Barron’s 2020 Top Independent Advisors” is published here.
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