Each year, Barron’s Advisor and Forbes publish various lists noting top advisors across the country within distinct categories. We are fortunate and grateful to announce that our founding Partner, Diane Compardo, CPA, CFP®, PFS, AWMA, was named to four top advisor lists in 2023.
Congratulations, Diane! Your team is so proud of your commitment to our clients and the positive mentorship you provide the whole team.
Below are the Top Advisor lists Diane appears on so far in 2023:
Barron’s:
Top 100 Women Financial Advisors 2023
2023 Barron’s Top 100 Women Financial Advisors is based on calculations as of 3/31/23 and was awarded in June of 2023. Here is a link to the full list with methodology: Barron’s Top 100 Women Financial Advisors
Top 1200 Advisors 2023
2023 Barron’s Top 1200 Advisors by State is based on calculations as of 9/30/22 and was awarded in March of 2023. The full list was featured in the March 21st issue of the Wall Street Journal and a link to the list and methodology can be found here: Barron’s Top 1200 Advisors 2023
Forbes:
Top Women Wealth Advisors 2023
2023 Forbes Top Women Wealth Advisors, developed by Shook Research, is based on the period from 9/30/21 to 9/30/22 and was released in February 2023. Here is a link to the full list and methodology: Forbes Top Women Wealth Advisors 2023
Best-In-State Wealth Advisors 2023
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received, and 7,321 advisors won. Neither Moneta nor any of its advisors pay a fee in exchange for this award. Here is a link to the full list, along with methodology: Forbes Best-In-State Wealth Advisors 2023
To read more about Diane Compardo and to see a complete list of all her previous awards, you can read her bio here.
Neither Moneta nor any of its advisors pay a fee in exchange for consideration for, or receipt of these awards.
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