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Leading Providers are determined by Goldline Research, which is not affiliated with Forbes magazine. Goldline Research strives to provide objective research on professional service companies. Goldline Research does not providde a ranking of companies and their listing should not be construed as a “Top 10” list. Goldline Researcher’s evaluation of wealth managers is not based upon investment performance or client interviews. Fewer than 20% of the wealth managers in a given region typically qualify to be included on a list. Although Goldline Research confirms the time of initial publication of this listing that this company meets the general criteria, no promise is made that they will continue to do so, or that a particular service provider is appropriate for your circumstance’