Industry Recognition

Since 1937, we have been putting our clients first—and we are honored to have our commitment to those we serve recognized by our industry.

The industry recognition we have garnered over the years highlights our continual focus on consistently delivering an exceptional client experience.


Award Disclosures:

Award Granting Entity

Ranking/Methodology

Date of Recognition

Bloomberg Markets: Top 50 Registered Investment Advisers

The Bloomberg Markets ranking includes RIAs that provide financial planning services registered with the U.S. Securities and Exchange Commission which reported that more than 75 percent of their clients are considered high net worth, meaning they have at least $2 million in net worth or at least $1 million invested with the adviser. The ranking is based on reporting to the SEC as of June 2, 2018. It used filings as of June 2, 2017 for year-over-year comparisons. The ranking excludes those advisory firms that take commissions or are affiliated with a bank, insurer or other financial firm. Barrett Asset Management did not pay to participate in this ranking.

July 2018

Financial Advisor Survey & Ranking

July 2018

Wealth & Finance International – Best Independent Investment Management Firm – New York

July 2018

Investment News RIA Ranking

June 2018

Financial Advisor Survey & Ranking

July 2017

Wealth & Finance International – Women in Wealth

September 2016

FT Top Financial Advisors

June 2014 and June 2015

Award Granting Entity

Bloomberg Markets: Top 50 Registered Investment Advisers

Ranking/Methodology

The Bloomberg Markets ranking includes RIAs that provide financial planning services registered with the U.S. Securities and Exchange Commission which reported that more than 75 percent of their clients are considered high net worth, meaning they have at least $2 million in net worth or at least $1 million invested with the adviser. The ranking is based on reporting to the SEC as of June 2, 2018. It used filings as of June 2, 2017 for year-over-year comparisons. The ranking excludes those advisory firms that take commissions or are affiliated with a bank, insurer or other financial firm. Barrett Asset Management did not pay to participate in this ranking.

Date of Recognition

July 2018


Award Granting Entity

Financial Advisor Survey & Ranking

Ranking/Methodology

Date of Recognition

July 2018


Award Granting Entity

Wealth & Finance International – Best Independent Investment Management Firm – New York

Ranking/Methodology

Date of Recognition

July 2018



Award Granting Entity

Investment News RIA Ranking

Ranking/Methodology

Date of Recognition

June 2018


Award Granting Entity

Wealth & Finance International – Women in Wealth

Ranking/Methodology

Date of Recognition

September 2016


Award Granting Entity

FT Top Financial Advisors

Ranking/Methodology

Date of Recognition

June 2014 and June 2015


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