Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®,
and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S.
For the third year in a row, Diane has been named to the exclusive list of Top 100 Independent Advisors by Barron’s. In this year’s ranking, Diane is the top-ranked female advisor of Missouri and No. 85 overall. This prestigious title recognizes top advisors throughout the nation for their work with a variety of clients with evolving needs. Diane has over 30 years of industry experience with her team collectively overseeing $2.2 billion in assets. CWCJ consists of 25 professionals serving approximately 300 households. Learn more about Diane’s work with clients in this recent Barron’s Advisor Q&A.
In addition to being recognized in Barron’s, this distinction is covered in its notable sister publication, The Wall Street Journal, published in the September 23 edition.
This recognition is only the latest in 2021 for Diane. It comes on the heels of her inclusion in Barron’s list of Top Women Financial Advisors for the sixth consecutive year. Among those named, Diane is the only advisor from Missouri.
Barron’s also recognized Diane on the 2021 Top Advisor Rankings by State list for the fourth year in a row. Diane is acknowledged as the top female advisor in the state and No. 4 overall in Missouri. This ranking was established by utilizing data collected from nearly 4,000 advisors across the country.
All of Barron’s top advisor rankings are determined by a combination of factors, including assets under management, revenue generated and advisor practices. The lists serve as a spotlight for the country’s top wealth professionals.
In addition, Diane was recognized in Forbes’ 2021 Top Women Wealth Advisors ranking earlier this year. She came in second in Missouri and No. 65 overall, out of the 1,000 advisors included. Diane’s exceptional work has landed her an appearance on this list every year since its inception.
Those recognized on the Forbes’ list have shown continued strength through the past year of volatility and challenges. The ranking is determined through various factors, including interviews, experience, revenue and assets under management.
Neither Barron’s nor Forbes received a fee in exchange for rankings.
Compardo has successfully established herself and her team as a trusted provider of comprehensive financial planning and family office services to senior corporate executives, successful entrepreneurs 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 personalized client experience. We serve family office, professional athletes and family CFO clients. You can visit our website here.
For media inquiries contact us here.
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