The LeClair Approach - Top Financial Advisors Virginia

 

Our mission is to enrich our client relationships with practical, useful, and innovative financial strategies that combine the highest level of integrity, unbiased research, analytical resources, fiduciary consulting, and a winning culture that aspires to be the best. The LeClair-Lemlih team has consistently been recognized as one of the top ranked Financial Advisors in America by several publications.

  • Barron's Magazine - Named #7 Top Financial Advisor in Virginia for 20121. Listed in Top Financial Advisors in the country, state-by-state edition for 20091 & 20102.

  • Virginia Business Magazine - "Virginia's Top Financial Advisors" for 5 consecutive years, 2005-20103

  • Registered Rep Magazine - One of the Top 100 Wirehouse Advisors in the country for 20094

 

1The number of advisors for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.

2The rankings were based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

3Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

4Defined by assets under management.
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