Jennifer Ellison, CFA, Principal, was listed as the 71st overall Financial Advisor within the state of California for 2014. View the complete Barron’s Top 1,200 Advisors for 2014.


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.