Rankings and Ratings
Financial advisor rankings and ratings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Financial advisor firm rankings and ratings are generally limited to participating advisers (see participation criteria/methodology).
Rankings and ratings
Unaffiliated third-party evaluations.
We are occasionally independently evaluated, ranked or rated.
CONSIDER EVERYTHING
Rankings and Ratings
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Unaffiliated third-party evaluations.
We are occasionally independently evaluated, ranked or rated.
Financial Advisor Rankings and Ratings | Helping you accomplish your goals and objectives.
CEFEX, Centre for Fiduciary Excellence
CEFEX
Centre for
Fiduciary Excellence
CEFEX is an independent global assessment and certification organization that verifies conformity to conduct and practice standards that are substantiated in laws, regulations and professional best practices that are worthy of the public’s trust and confidence.
ICW pays the annual auditing costs to be independently audited annually by CEFEX.
Learn more about Intelligent Capitalworks as a CEFEX-Certified Investment Advisor.
Institute for the Fiduciary Standard
Institute for
the Fiduciary Standard
The institute for the Fiduciary Standard is a champion for investors. Intelligent Capitalworks is one of only two financial advisory firm members of the institute in Arizona. The institute’s programs and papers teach investors and advisors about what the fiduciary standard means. All investors want an advisor they can trust. Helping investors find a real fiduciary advisor is the institute’s mission.
ICW pays an annual membership fee to the Institute for the Fiduciary Standard and affirms to practice in accordance with the Institute’s Real FiduciaryTM Practices.
Learn more about Institute for the Fiduciary Standard.
investor.com
investor.com provides financial advisor firm rankings and rating using 500,000 data points. 100% consumer advocacy, helping Americans ask the right questions.
ICW did not prepare or submit any information to be independently ranked or rated by investor.com. Once ICW learned that it had received financial advisor rankings and ratings from investor.com, it paid investor.com to display its logo.
Learn more about the investor.com Trust Algorithm.
Expertise.com
Expertise.com finds, reviews and publishes top service professionals across the country. They begin by validating a firm’s business qualifications and find service providers who have gone above and beyond to educate themselves in their areas of expertise. They analyze public records and information to determine each provider’s reputation and select finalists based on a provider’s primary area of expertise, the variety of services they offer, and their years of experience. Finally, mystery shoppers call each company, identifying themselves as potential customers, to gauge knowledgeability, friendliness, and professionalism.
ICW did not prepare or submit any information to be independently ranked or rated by Expertise.com. Once ICW was notified that it had been selected by Expertise.com, it paid Expertise.com for listing position.
Forbes Finance Council
Forbes Finance Council is an invitation-only organization for senior-level financial services executives and leaders. Members are respected leaders and executives who are selected for the council based on the depth and diversity of experience in the financial services industry. Vincent Rossi was invited and accepted to participate in Forbes Financial Council.
After Vincent Rossi was accepted to participate in Forbes Finance Council, ICW paid a fee to Forbes Councils.
AdvisoryHQ
AdvisoryHQ provides financial advisor firm rankings and ratings using their breakthrough “Top-Down Advisor Selection Methodology” conducted by their research and editorial teams from an end-user and consumer perspective. Intelligent Capitalworks was listed as a top-ranked wealth manager in 2018, 2019, 2020 and 2021, the last year AdvisoryHQ published rankings.
ICW did not prepare or submit any information to be independently ranked or rated by Advisory HQ. Once ICW was notified that it had been selected by Advisory HQ, it paid Advisory HQ for an expanded listing.
Learn more about Intelligent Capitalworks as an AdvisoryHQ Top-Ranked Wealth Manager.
AdvisoryHQ’s Methodology for Ranking Top Advisors in the U.S. and U.K. Read more at AdvisoryHQ.
Financial Advisor Rankings and Ratings | Disclosures.
CEFEX, Centre for Fiduciary Excellence
ICW pays the annual auditing costs to be independently audited annually by CEFEX.
Institute for the Fiduciary Standard
ICW did not prepare or submit any information to be independently ranked or rated by investor.com. Once ICW learned that it had received financial advisor rankings and ratings from investor.com, it paid investor.com to display its logo.
ICW did not prepare or submit any information to be independently ranked or rated by Expertise.com. Once ICW was notified that it had been selected by Expertise.com, it paid Expertise.com for listing position.
Forbes Finance Council
After Vincent Rossi was accepted to participate in Forbes Finance Council, ICW paid a fee to Forbes Councils.
AdvisoryHQ
ICW did not prepare or submit any information to be independently ranked or rated by Advisory HQ. Once ICW was notified that it had been selected by Advisory HQ, it paid Advisory HQ for an expanded listing.
Financial Advisor Rankings and Ratings
ICW pays the auditing costs to be independently audited annually by CEFEX.
ICW pays an annual membership fee to the Institute for the Fiduciary Standard and affirms to practice in accordance with the Institute’s Real FiduciaryTM Practices.
ICW did not prepare or submit any information to be independently ranked or rated by either Advisory HQ. Once ICW was notified that it had been selected by Advisory HQ, it paid Advisory HQ for an expanded financial advisor rankings and ratings listing of its services.
ICW did not prepare or submit any information to be independently ranked or rated by investor.com. Once ICW learned that it had received financial advisor rankings and ratings from investor.com, it paid investor.com for an expanded financial advisor rankings and ratings listing. Investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed registered investment adviser and/or from collected publicly-available data from the SEC and FINRA. See investor.com for additional disclosures, including “investor.com Trust Algorithm.”
ICW did not prepare or submit any information to be independently ranked or rated by Expertise.com. Once ICW was notified that it had been selected by Expertise.com, it paid Expertise.com for an expanded financial advisor rankings and ratings listing of its services.
After Vincent Rossi was accepted to participate in Forbes Finance Council, ICW paid a fee to Forbes Councils.
Participation of a registered investment adviser in these rankings and ratings reviews are not indicative of, nor guarantee, a reviewed firm’s future performance.
Fiduciary Financial Advisor Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other fiduciary financial advisors.
