Form CRS

*The Financial Times 300 Top Registered Investment Advisers 2016 is based on six broad factors, including adviser assets under management ($300 million minimum), asset growth, company’s age, industry certifications of key employees, and compliance record and accessibility. 520 Registered Investment Advisers were considered; 300 (57% of candidates) were recognized. Not indicative of advisor’s future performance.
Your experience may vary. For the full methodology*, please visit www.ft.com/intl/reports/registered‐investment‐advisers

Financial Advisor Magazine’s (“FA Mag”) annual RIA ranking and survey ranks firms solely on assets under management (“AUM”). The magazine gathered data from RIA firms, regulatory disclosures, and their own research in compiling a list of 715 firms.
The ranking should not be construed as an endorsement of the firm’s advisory services and is not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit: https://www.fa-mag.com/ria-survey-2020-for

The Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and compliance history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.