Clarfeld Tops Barron's Independent Investment Advisor Rankings for Fourth Consecutive Year

TARRYTOWN, N.Y.--(BUSINESS WIRE)--Rob Clarfeld, CEO of CLARFELD Wealth Strategists and Financial Confidantes™, is honored to maintain his ranking as the #1 independent investment advisor in New York and the Northeast for the fourth consecutive year, and third nationwide, on Barron's “America's Top 100 Independent Investment Advisors" list for 2012. Clarfeld also has the distinction of being the nation’s top-ranked advisor whose firm is 100% owned by its principals.

“Our clients entrust us with every aspect of their personal, family, lifestyle and retirement objectives, which we fully integrate into our customized wealth and investment management process. It’s a responsibility we take very seriously.”

“Every day I am proud of our exceptional team and their dedication to our clients,” says Clarfeld. “To be recognized as one of the leading independent advisors in the country by Barron’s for four straight years is an affirmation of our firm’s commitment to providing superior service and a testament to our clients’ support and continued confidence in us.”

Barron’s rigorous, objective ranking is the most prestigious and respected listing within the financial advisory industry. Unlike other industry surveys that list advisors solely by assets under management, Barron’s vetting process employs an in-depth qualitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.

“We consider our role as ‘Wealth Strategists and Financial Confidantes™’ to our clients a privilege,” continues Clarfeld. “Our clients entrust us with every aspect of their personal, family, lifestyle and retirement objectives, which we fully integrate into our customized wealth and investment management process. It’s a responsibility we take very seriously.”

For further information, please visit: www.clarfeld.com.

About Clarfeld Wealth Strategists & Financial Confidantes™

The firm, led by CEO Robert Clarfeld, and headquartered in Westchester, New York, with offices in New York City and London, is a leading wealth management firm and multi-family office providing comprehensive financial planning, sophisticated tax expertise, and investment management services. At Clarfeld, the assets at our disposal, both human and technological, are driven by the firm’s core mission: to serve as our clients’ “Wealth Strategists” and “Financial Confidantes™”, the firm’s signature distinction since Clarfeld was founded in 1981. With a staff approaching 100 professionals, including 15 Managing Directors, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Clarfeld presently manages over $4 Billion in assets.