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Award Descriptions & Criteria

Boston Private is proud to be recognized as an industry leader by a variety of third-party award programs and rankings.

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AdvisoryHQ Top Financial Advisors & Wealth Management Firms in Boston and New York City: AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms.  AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. 

Banker & Tradesman Top Residential Lenders: Banker & Tradesman readers cast their votes for the best providers of services and goods in the banking and real estate professions. This is a subjective, not objective, poll. It does not measure who writes the most business, who has the most revenue or serves the most customers. It does measure the loyalty and satisfaction readers have with vendors. It is an opportunity for readers to speak up for those providers they believe are the best. Banker & Tradesman conducts an online survey of readers. They promote the project via ads in the newspaper, emails to readers and customers of Banker & Tradesman, and through B&T’s website. Readers respond by the thousands to voice their opinions.

Banking New England Banking Choice Awards: The Banking Choice Awards recognize the banks that receive the highest ratings from their own customers in four categories: Customer Service, Technology, Community Contribution, and Overall Quality. The rankings are based upon the Banking Benchmarks®, the industry’s gold standard of customer-experience measurement, which is conducted twice a year among hundreds of thousands of households and businesses. In an effort to get unbiased opinions, a double-blind survey is used to ask customers a variety of questions about the institutions with whom they bank. New England Banking Magazine presents the awards.

Banking New England Women of FIRE: The Women of FIRE program, presented by Banking New England Magazine and American Business Media, celebrates the most talented, the most ambitious, the most innovative and the most philanthropic women from the Finance, Insurance, and Real Estate industries. Women of FIRE recipients are chosen through a very selective process with nominations solicited from our readers and a panel of judges who weigh all of the nominees, their experience and accomplishments before choosing each winner.  

Boston Business Journal Corporate Citizenship Awards: The Boston Business Journal Corporate Citizenship Awards recognize the top corporate charitable contributors in Massachusetts based on total cash contributions, in-kind contributions, employee volunteer hours and employee payroll deductions paid out to charitable organizations. 

Boston Business Journal Largest Independent Investment Advisors in Massachusetts: This list is created based on total assets under management among Massachusetts-based advisers. For the 2019 list, AUM was measured as of 6/1/19.

Fernando Award Foundation, Inc. Fernando Award: The Fernando Award recognizes volunteerism and philanthropy in the San Fernando Valley. It is supported by the Valley Chambers of Commerce, civic and philanthropic organizations, entrepreneurs and corporations located in the San Fernando Valley.

Financial Times 401 Top Retirement Advisors: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Global Finance World's Best Private Bank Award: Global Finance World's Best Private Bank Award winners are those banks that best serve the specialized needs of high-net-worth individuals as they seek to enhance, preserve and pass on their wealth. The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders. The editors also use information from entries submitted by banks, in addition to independent research, to evaluate a series of objective and subjective factors. 2019 ratings were based on performance during the period covering July 1, 2017 through June 30, 2018.

Institutional Investor All-America Executive Team: Buy-side analysts, money managers and sell-side researchers at securities firms and financial institutions covering U.S. equities vote to determine America’s top executives, choosing their favorite CEOs, CFOs, Investor Relations professionals, and Investor Relations programs across 44 industries. They are asked to identify excellence in several core criteria including accessibility of senior executives; well-informed and authoritative investor relations professionals; timely and appropriate level of financial disclosure; quality of corporate documents, including websites; execution of company strategy and quick and thorough response from Investor Relations. Results are based on the opinions of approximately 3,400 investment professionals regarding best executive and investor relations performance across the U.S. For the 2019 list, 153 real estate companies were nominated.

InvestmentNews 40 Under 40: InvestmentNews accepts nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. InvestmentNews will determine nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise.

InvestmentNews Largest Fee-Only RIAs: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Massachusetts Lawyers Weekly Annual Reader Rankings: The Massachusetts Lawyers Weekly Annual Reader Rankings offers a look at the companies and services that Lawyers Weekly readers have rated highly across a wide range of categories. The 2019 Reader Rankings survey generated 11,054 votes in 69 categories, with ballots cast by 2,801 voters.

Private Asset Management PAM Awards: The PAM Awards are awarded annually by Private Asset Management, a financial services industry trade publication. PAM invites firms to compete for awards in several categories by providing answers regarding their business model, services offered, growth in client count and assets managed, countries of operation, service innovation, and performance. In addition, PAM permits firms to provide additional information of their choosing in support of their candidacy. A panel of independent industry experts selects the nominees and winners based on a number of qualitative and quantitative performance indicators. PAM does not release statistics on the number of firms competing. Nomination or receipt of a PAM is not necessarily indicative of any particular client’s experience or a guarantee that the firm will perform in the future as it did during the period evaluated by PAM. They are sponsored by Private Asset Management magazine, a publication of Pageant Media

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