David Pickler and Pickler Wealth Advisors are delighted to announce their inclusion in the prestigious 2024 InvestmentNews Top Advisors*, a comprehensive roundup that highlights the best in the industry.
*2024 InvestmentNews Top Advisors, created by InvestmentNews. Presented in January 2024 based on data gathered from September 2022-September 2023. 113 advisors were considered, 60 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
As an impartial authority in the wealth sector, InvestmentNews conducted an exhaustive research study spanning 12 months to identify and showcase the industry's top performers. In this thorough assessment, David Pickler has emerged as one of the distinguished contributors to the industry.
InvestmentNews’ 30+ strong Intelligence Unit determined the winners by following a rigorous process, which included interviewing objective industry professionals, conducting extensive research. The winners are those who matched the exacting Top Advisors criteria.
David Pickler takes immense pride in being acknowledged as one of the industry's finest within the InvestmentNews domain.
"I am deeply honored to be recognized as a 2024 InvestmentNews Top Advisor, and this award stands as a witness to the collective efforts of the Pickler Wealth Advisors team,” said Pickler. “It reaffirms our commitment to client-service excellence and acknowledges our dedication to making significant contributions to the financial industry. At Pickler Wealth Advisors, our team remains steadfast in empowering individuals to realize and achieve their financial aspirations, underscoring our mission to guide others toward their dreams."
Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, "There was an impressive range of nominees from all across the US and only those who really moved the needle in AUM and client growth made our final list. David Pickler and Pickler Wealth Advisors should be proud of their recognition as it’s testament to their ability, dedication and determination.”
This recognition underscores David Pickler 's dedication to industry excellence and his continued commitment to delivering exceptional results.
About 2024 IN Top Advisors
To compile the inaugural Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on nominees had to be verified by their compliance team before it could be accepted.
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list.