Congratulations to Kevin Grimes for being named a 2023 Barron’s Top 100 Independent Advisor! We are proud of Kevin and the entire Grimes and Company Team for this outstanding achievement.
This ranking lists the top independent RIAs in the country as identified by Barron’s. Advisors must meet strict qualitative and quantitative criteria to earn a spot on the list. Thank you to our clients, colleagues, and Barron’s for this recognition.
View the complete list here.
Important Disclosure:
Kevin Grimes received the Barron’s Magazine Top 100 Independent Advisors Award in the following years on the following dates: 2023 on September 18, 2023 for the time period from July 1, 2022 to June 30, 2023.
Advisors seeking to be ranked must first complete a prequalification process designed to ensure that participating advisors are experienced and sophisticated. Advisors who meet the criteria then complete a survey about their practices. Barron’s verifies the data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories Barron’s performs multiple sub-calculations. Qualitative factors considered include advisor’s experience, their advanced degrees and industry designations, their charitable and philanthropic work, and their compliance records.
No portion of ratings by Barron’s should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes & Company, Timothy Grimes or Kevin Grimes are engaged, or continue to be engaged, to provide investment advisory services. Neither the advisors nor Grimes & Company paid a fee to be considered for this ranking. Grimes & Company paid a fee after the ranking was announced for article reprints.