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

  • *Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
    ** 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.
    *** The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

National Recognition

In the News

*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**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 generating activities of the Keator Group, LLC due to their ownership stake.
Investment and advisory services are provided by David, Frederick, Matthew and Sheila Keator in their capacities as registered representatives and investment advisory representatives of Wells Fargo Advisor Financial Network, LLC: a dually registered broker-dealer and investment advisor. Neither Keator Group, LLC nor Pittsfield Cooperative Bank provides investment or advisory services. Additionally, there is no relationship–contractual, financial, or otherwise–between Wells Fargo Advisors Financial Network, LLC and Pittsfield Cooperative Bank.
***The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t 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