How we find award winners
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Five Star Professional:
- Conducts comprehensive research
- Recognizes service professionals
- Partners with leading city/regional magazines
- Helps award winners gain the recognition they deserve
2016 and 2017 award program disclosures
2012 - 2015 award program disclosures
State of Washington
to learn more about participation in the State of Washington and how our disclosures were specifically designed based on the State of Washington’s requirements.