
2023 AdvisorHub Advisors to Watch over $1BIL
Jason DiLauro, Matthew Wracher, and Nathan Cope have been named to AdvisorHub’s 2023 list of 100 Advisors to Watch (Over $1B).
† The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither DWT Wealth nor any of its Financial Advisors pay a fee in exchange for this award/rating. DWT Wealth is not affiliated with AdvisorHub.