AdvisorHub’s 200 Fast Growing Advisors to Watch

Congrats Theodore Saade for being ranked in AdvisorHub’s 200 Fast Growing Advisors to Watch! Out of the overwhelming number of nominees, finalists were chosen based on new clients, boosting assets, and increasing production. We couldn’t be more proud of Theodore’s achievement!

View the list here:

The 2023 AdvisorHub Fastest Growing Advisors to Watch ranking is as of 6/20/2023 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth and Professionalism and Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than three complaints and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received, 200 advisors received the award. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. A fee is not paid in exchange for this award/rating.

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Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.