Financial Advisor Rankings and Ratings
The Institute for the Fiduciary Standard is a champion for investors. Intelligent Capitalworks is one of only two financial advisory firm members of the Institute in Arizona. The Institute’s programs and papers teach investors and advisors about what the fiduciary standard means. All investors want an advisor they can trust. Helping investors find a real fiduciary advisor is the Institute’s mission.
Learn Why Investors Need a Real Fiduciary™ Advisor
CEFEX is an independent global assessment and certification organization that verifies conformity to conduct and practice standards that are substantiated in laws, regulations and professional best practices that are worthy of the public’s trust and confidence.
Learn more about Intelligent Capitalworks as a CEFEX-Certified Investment Advisor
AdvisoryHQ provides financial advisor firm rankings and ratings using their breakthrough “Top-Down Advisor Selection Methodology” conducted by their research and editorial teams from an end-user and consumer perspective.
Learn more about Intelligent Capitalworks as an AdvisoryHQ Top-Ranked Wealth Manager
investor.com provides financial advisor firm rankings and rating using 500,000 data points.
100% consumer advocacy, helping Americans ask the right questions.
Forbes Finance Council is an invitation-only organization for senior-level financial services executives and leaders. Members are respected leaders and executives who are selected for the council based on the depth and diversity of experience in the financial services industry.
Financial advisor rankings and ratings
ICW pays the auditing costs to be independently audited annually by CEFEX.
ICW pays an annual membership fee to the Institute for the Fiduciary Standard and affirms to practice in accordance with the Institute’s Real FiduciaryTM Practices.
Financial advisor rankings and ratings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Financial advisor firm rankings and ratings are generally limited to participating advisers (see participation criteria/methodology).
ICW did not prepare or submit any information to be independently ranked or rated by either Advisory HQ or investor.com.
Once ICW was notified that it had been selected by Advisory HQ, it paid Advisory HQ for an expanded financial advisor rankings and ratings listing of its services.
Once ICW learned that it had received financial advisor rankings and ratings from investor.com, it paid investor.com for an expanded financial advisor rankings and ratings listing.
Investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed registered investment adviser and/or from collected publicly-available data from the SEC and FINRA.
Participation of a registered investment adviser in investor.com’s review, including any claimed profile program fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed firm’s future performance.
See investor.com for additional disclosures, including “investor.com Trust Algorithm.”
After Vincent Rossi was accepted to participate in Forbes Finance Council, ICW paid a fee to Forbes Councils.
Financial Advisor
Interview Guide
After you’ve reviewed our website and financial advisor rankings and ratings, use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other financial advisors.