GW & Wade, LLC Places on Barron’s List of Top 100 Independent Wealth Advisors

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GW & Wade Lands on Barron’s List of the Top 100 Independent Wealth Advisors for a Second Year

On behalf of the entire GW & Wade team, I can say we are immensely proud and gratified to keep such prestigious company

GW & Wade, LLC, an independent wealth management firm, has been included in the Barron’s "Top 100 Independent Wealth Advisors for 2016” list for 2016. The bi-coastal firm (with offices in Wellesley, Massachusetts and Palo Alto, California) has been recognized by Barron’s in previous years, including 2014 and a feature-length profile in 2015.

“On behalf of the entire GW & Wade team, I can say we are immensely proud and gratified to keep such prestigious company,” said GW & Wade founder Roger Wade. “Internally, we know we’re assembling the best teams and delivering exceptional service because we continue to grow organically, through client referrals and next-generation families—the children and grandchildren of our earliest customers. But it’s nice to have that success confirmed by an authority like Barron’s.”

GW & Wade’s placement on the list was determined by a detailed methodology involving qualitative and quantitative data. Barron’s algorithm takes into account the volume of assets overseen by advisors and their teams, revenues generated on behalf of their firms, and the quality of the advisors' wealth management practices. The scoring system assigns the first-place advisor a top score of 100, and rates all others by comparison.

“This is the third time we’ve been recognized in so many months,” added Wade, citing the firm’s recent recognitions from the Financial Times and the Boston Business Journal. “But comparative rankings have never been our focus. Ultimately, we’re working to secure our clients’ long-term financial goals. That means making sure we have the people and processes in place to sustain remarkable service well beyond my generation. That’s what drives us.”

About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Wellesley, Massachusetts and Palo Alto, California, specializing in holistic wealth management services for primarily affluent individuals and families. As independent fiduciaries, GW & Wade advisors provide objective advice and sophisticated financial planning strategies—along with helpful insights on everyday financial issues (car purchases, insurance questions, and more.). Most importantly, GW & Wade client relationships are built on the promise of trust. Most new clients come to the firm by way of referral, following the strong endorsement of a contact who has experienced the team’s dedication and integrity first hand.

GW & Wade is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms. For more information, contact GW & Wade at 877.499.1133 or visit

The Barron’s rankings are based on data provided directly by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Although the formula Barron's uses to rank advisors is proprietary, it has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings. Neither GW & Wade nor any of its principals or employees paid a fee for inclusion in the Barron’s ranking.

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GW & Wade is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of GW & Wade or its representatives by any of its clients.

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Laurie Wexler Gerber
GW & Wade, LLC
since: 02/2012
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GW & Wade, LLC

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