Forbes recognized Andrew Altfest as one of America's Top Next-Generation Wealth Advisors for 2017.
Lew Altfest again has ranked high on Barron's Top 1,200 Financial Advisors in the country for 2017.
Forbes recognized Karen Altfest as one of America's Top Women Wealth Advisors for 2017.
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2016.
Advisory HQ listed Altfest Personal Wealth Management among the Best Financial Advisors in New York.
Karen Altfest is profiled by Investment News for her leadership and passion in "Women to Watch."
Influencer Awards: Lewis and Karen Altfest receive the Lifetime Achievement Award from Financial Planning Magazine.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.

Legal Information

©2017 Altfest Personal Wealth Management. All rights reserved.

1 BusinessWeek quote is from 1992

2 Money magazine quote is from 1987

3 Kiplinger’s quote is from 1992


Dates of Lew Altfest’s awards listed in bio:

“Best Financial Advisers” in the country – Barron’s 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016 Money 1987, Worth 2008, Mutual Funds 2002, Medical Economics 1998, 2000, 2002, 2004, 2006, 2008, 2010, 2011, 2012, 2013, and Dental Practice 2011, 2012, 2013 magazines.

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994


Dates of Karen Altfest’s awards listed in bio:

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994

One of the “Best Financial Advisers” in the United States – Worth magazine 1996, 1997, 1998

One of the “120 Best Financial Advisers” – Medical Economics magazine, June 2000

“Planner of the Month” – Mutual Funds magazine, June 2002

One of “100 Top Advisors” – Mutual Funds magazine, September 2002


Disclosure Regarding Awards

* FT 300 Disclosure: The 2017 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

*Forbes America's Top Women Wealth Advisors Disclosure: The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at https://www.forbes.com/sites/rjshook/2017/02/28/the-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/#10e07712285d.

*Barrons state-by-state listing of “America’s Top 1,200 Financial Advisors” lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons.com/articles/barrons-top-1-200-financial-advisors-1488608821.

Barron’s listing of “America’s Top 100 Independent Financial Advisors” are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons-conferences.com/advisor-rankings.html.

Details regarding Advisory HQ's selection methodology can be found at http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Altfest will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Altfest by clients. Listed publications base their selection on publicly available information. Altfest is not responsible for any content prepared by outside publications regarding the products or services offered by Altfest.


Disclosure

Altfest Personal Wealth Management is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of New York, New Jersey, Connecticut, Arizona, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, Pennsylvania, Texas, Vermont, and Virginia. Altfest Personal Wealth Management may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing