Robin A. Hall, J.D., CFP®, was named one of the “Nation’s Top 250 Financial Advisors” for 2000, 2001, 2002 and 2003 by Worth Magazine.

Also we have included a description of how the list was created, a link to the entire list, as well as copies of a couple of Worth Magazine's Acknoledgement letters.

View CFP Board of Standards Acknowledgement Letter 2001
View Worth Magazine Acknowledgement Letter 2001
View Worth Magazine Acknowledgement Letter 2002
See www.worth.com

How This List Was Created:

Selecting the best advisers from among the many standouts who counsel America's wealthy is no easy task. We start by accepting nominations from readers, industry associations, investment firms, and the advisers we know. Candidates are asked to complete an extensive survey detailing their backgrounds, professional designations, client-retention rates, and average portfolio returns. We also ask candidates for their best ideas about wealth management and study them carefully. Advisers in the running must submit a sample financial plan and two letters of recommendation. Registered investment advisers must also supply their Form ADV's which describe their services, fee structures, and disciplinary histories (this is a document that any prospective client should review). We verify designations with industry associations and check backgrounds using the Lexis legal database to search court records.

Most advisers on our list carry the certified financial planner, or CFP, designation (see story for details), but it's by not means a requirement. A certified public accountant, or CPA, who is also a personal financial specialist, or PFS, should also be equipped to provide broad-based advice on investments, taxes, and other wealth management issues. Prospective clients, depending on their needs, may want to shop for more specialized designations. The designations of chartered financial analyst, or CFA, and certified investment management analyst, or CIMA, both suggest expertise in investing and portfolio management. -- M.P.