Keator Group, LLC. partners are recognized thought leaders

“Thought leaders are the informed opinion leaders and the go-to people in their field of
expertise. They are trusted sources who move and inspire people with innovative ideas;
turn ideas into reality, and know and show how to replicate their success.” – Google Definition

Keator Group, LLC. partners are proud to have been recognized as industry thought leaders from the following national media outlets as well as recipients of the following recognition:

Awards & Distinctions

  • *Forbes – America’s Top Wealth Advisors (2019).
    The Forbes ranking of America’s Top 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. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, 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 criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of August 2019): 30,691 Advisor nominations were received, based on thresholds. 12,258 Advisors were invited to complete the online survey. 12,498 Advisors were interviewed by telephone. 2,279 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

    **Forbes Best-In-State Wealth Advisors (2018).
    The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James or Wells Fargo nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

    ***Research Magazine Top Ranked Family Investment Teams, (2006, 2007, 2008).
    Criteria was based on filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

    ****Barron’s Top 1,000 Financial Advisors, (2006-2012).
    Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor Wells Fargo nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

National Recognition

In the News

*Barron’s Top 1,000 Financial Advisors, (2010, 2011, 2012).
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor Wells Fargo nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

**Keator Group, LLC – Pittsfield Co-operative Bank Disclosure:
The Keator Group, LLC is a business administrative company jointly owned by members of the Keator Family and Pittsfield Cooperative Bank. Pittsfield Cooperative Bank, as a minority investor, may benefit in any revenue generative activities of the Keator Group, LLC due to their ownership stake. Raymond James is not affiliated with and does not endorse Pittsfield Cooperative Bank.

***Registered Rep Magazine -America’s top 100 Independent B/D Advisors (2011).
The Top 100 Independent B/D Advisors Rankings were based on assets under management for independent broker/dealer reps only. The ranking is not indicative of past or future investment performance.