Barron’s - The 2019 Barron’s Top 1,200 was awarded to Andrew T. Dodds. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Financial Times - The 2015-2017 Financial Times Top 400 Financial Advisors were awarded to Andrew T. Dodds. Financial Times Top 400 Financial Advisors minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.
Forbes - The 2018-2019 Forbes Best In State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
DBJ - The 2019 Denver Business Journal ranks Colorado based Investment Managers and Financial Planners by total assets managed.