Wally Obermeyer and Ali Phillips, representing the entire team at Obermeyer Wood Investment Counsel, have been named to Barron’s 2022 ranking of the Top 1200 Financial Advisors in the country. We are honored to be recognized as the highest-ranked independent advisory in the state. And for the second year in a row, Obermeyer Wood is the only independent firm in Colorado with two advisors on the list.
“Ali and I are appreciative and excited to be recognized by Barron’s for this important award. However, we also believe that honors like the Barron’s Top 1200 are earned by our entire team’s focused and collective efforts," said Obermeyer. “At the end of the day, we want to thank the individuals, families, and organizations we are lucky enough to work with. They place enormous trust in us by allowing us to partner with them to achieve their long-term goals through thoughtful and focused investing, sound financial planning, and strategic guidance on issues of all shapes and sizes. We are grateful for the collaborative relationships we enjoy with our clients.”
Obermeyer has appeared on the Top 1200 for over a decade. Phillips, who recently headlined a panel at the Barron’s Advisor Independent Summit, appears on the list for the second year in a row. Barron's Top 1200 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.
To read more about the Barron’s Top 1200 Financial Advisors award and to view the complete rankings, click here.