Ratings, with their criteria attached.

Two listings. The Best TAMPs listing was paid for. Ten to Watch was not.

Why this page exists separately

Third-party ratings carry their own conditions under the rules that govern advisor advertising: who produced the rating, the date it was given and the period it covers, and whether compensation was paid in connection with it. A compensated rating may also be an endorsement. So a listing cannot be displayed as a decorative badge; it has to come with who published it, what it measured, and what period it covers.

A logo tells you nothing. The criteria tell you whether the recognition means anything to you specifically.

WealthManagement.com Ten to Watch, 2025

Publisher: WealthManagement.com. Period: the 2025 list, announced December 2024. I was one of ten people named.

How it is selected: by the publication’s editorial team, from their own industry coverage and conversations. In the publisher’s words it is “not a popularity contest, nor is it influenced by self-promotion, marketing campaigns, or public nominations,” and “there was no application process, voting, or polling involved.” The publication describes its own approach as “inherently subjective.”

What it measures: the editors’ judgment about who is likely to influence the industry in the year ahead. It is not based on age or tenure, and it is not based on investment performance, assets, client outcomes, or any measure of client satisfaction.

No compensation was paid, directly or indirectly, in connection with obtaining or using this listing, and there was nothing to enter or apply for.

America’s Best TAMPs, 2024

Publisher: The Wealth Advisor. Given: September 2024, in the publisher’s 2024 guide. The publisher does not state a period the listing covers, so none is claimed here. UX Wealth Partners was one of the listed providers.

Compensation was paid in connection with this listing. The publisher states that every provider included pays the same sponsorship fee and that the fee has no connection to the survey results.

How it is compiled: from a survey of The Wealth Advisor’s own subscriber base, measuring advisor familiarity with and satisfaction with the providers covered.

What it does not measure: investment performance, returns, or the experience of any particular advisory firm or client. Paying a fee to appear in a guide and being good at the work are different things, and only one of them is established here.

What none of this means

No recognition on this page is an indication of future performance, a guarantee of any result, or evidence that any client experienced a particular outcome. No client provided a testimonial in connection with any of them.

Where these descriptions come from

The Ten to Watch methodology is quoted from WealthManagement.com’s own announcement of the list. The America’s Best TAMPs description reflects The Wealth Advisor’s stated methodology and the sponsorship-fee arrangement it discloses.

If either publisher describes its process differently from the summary above, the publisher is right and this page is wrong — tell me and I will correct it.