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03.26.26  |  Firm News

Grimes & Company Featured in Barron’s 2026 Top Advisor Rankings
Please See Important Disclosure Information regarding rankings/recognitions

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We’re proud to share that Grimes & Company has been recognized on Barron’s Top 1,500 Financial Advisors: State-by-State list for 2026. Congratulations to Kevin Grimes and our team on being named among the top advisors in Massachusetts. Thank you to our clients, colleagues, and Barron’s for this recognition. View the full rankings here.

Barron’s 2026 annual ranking of the Top 1,500 Financial Advisors is based on a host of both quantitative and qualitative data.

Important Disclosure

Kevin Grimes received the Barron’s Magazine Top 1,500 Advisors by State Award in 2026 on March 20, 2026 for the time period from October 1, 2024 to September 30, 2025. 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 or Kevin Grimes are engaged, or continue to be engaged, to provide investment advisory services. Neither Kevin Grimes 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.

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