For more information on ranking methodology, go to www.WCorg.com. Though education costs continue to climb, starting to save early can make a difference. This award was issued in 2016 and based on the evaluation process below. 2017 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. In 2001, he retired from Morgan Stanley and moved from Hong Kong to San Francisco. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2012) awarded in 2012. Regret makes us human. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2021 Forbes Americas Top Next-Gen Wealth Advisors. There is a lot of information out there when it comes to investing and finances and it can be overwhelming for a person to sort through what is best suited for their situation. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ex-Morgan Stanley CEO explains what went wrong with one of the bank's Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Investment performance is not a criterion. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 3/31/23. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. https://univclub.memberstatements.com/tour/tours.cfm?tourid=64728 Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. 2018 Barron's Top 50 Institutional Consultants. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Bill has been serving the financial needs of individuals and families since 1988. John Wadsworth Age 85 / Mar 1937 View Profile 313 Summer St, Buffalo, NY 14222 also known as John D Wadsworth has lived in Buffalo, NY Chautauqua, NY 4882 Potter Rd, Mayville, NY 14757 phone number (716) 883-5367 (716) 753-7457 view more Email address johnwadswo***@netzero.net john.wadswo***@webtv.net view more John W Wadsworth View Profile The rating is not indicative of the Financial Advisers future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2020 Financial Times 400 Top Financial Advisors. Maine, U.S., Marriage Index, 1892-1996. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. These criteria are utilized for each of the categories in which this award is given. For more information, see www.SHOOKresearch.com. Barron's Top Women Advisors Summit Attendees 2020. Phone: 952.215.6196. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. For more information, see www.SHOOKresearch.com. (good for a ride on the Cable Car line to get straight there too). Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Financial Plannings Top 40 Under 40 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The ability to view all of your assets together provides the opportunity to advise on your accounts with your entire financial picture in mind. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Investment performance is not a criterion. In September of 1987, Mr. Wadsworth moved to Japan where he was President of Morgan Stanley Japan, Chairman of its Executive and Operating Committees and head of the Firm's investment banking business in Asia. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 - 3/31/23. Source: napa-net.org (March 2019) awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 2020 Barron's Top 50 Private Wealth Management Teams. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. John S. Wadsworth, Jr. is an Advisory Director at Morgan Stanley. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. Source: planadviser.com (May 2021) awarded in 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. In our initial conversations, we talk about your family and personal aspirations. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Blackstone. Investment performance is not a criterion. Investment performance is not a criterion. Start Today. Morgan Stanley's investment of $35 million for 35% of this venture has produced the leading investment bank in China with over 300 employees, a dominate market share over $500 million in capital today and a valuation verified by the sale of Morgan Stanley's 35% to KKR and TPG for over $3 billion. Hon. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 2020 NAPA Top DC Advisor Multi-Office Firms. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2019) awarded in 2019. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley's Anjelica and John Watson: Discussing Race on Wall This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Coalition Greenwich is a division of CRISIL. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The divisiveness culminated in the 2005 departure . This ranking is not indicative of the Financial Advisors future performance. United States: Office Locations | Morgan Stanley For more information, see www.SHOOKresearch.com. These criteria are utilized for each of the categories in which this award is given. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. For more on methodology please go to www.ft.com/reports. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Environmental, Social and Governance (ESG) Integration. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. Source: napa-net.org (October 2018) awarded in 2018. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2017 Barron's Top 30 Institutional Consultants. His extensive education and business background enable him to help clients achieve their personal and professional goals, while building a diversified investment portfolio. For more information on ranking methodology, go to, Source: Worth magazines Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. He earned a B.A. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. PDF John S. Wadsworth, Jr. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Mr. Wadsworth joined Morgan Stanley as a Managing Director in 1978. Source: Washingtonian, November 2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Barrons Winners Circle Top Advisors Summit 2013. This award was issued in 2012 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Collectively and individually, we support the following organizations through volunteer activities and serving in leadership roles: Our process takes a comprehensive view of your life. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Investment performance is not a criterion. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 2022 Barron's Top 100 Women Financial Advisors. Email: john@higherstandards.net. 2018 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications.