Press

Wall Street Journal
October 13, 2020

IEQ Advisory Board Member Jane Dietze Recognized for Brown University Endowment’s Performance

Barron's
September 01, 2020

IEQ Capital recognized as one of America's Top RIA Firms

Forbes
August 25, 2020

Alan Zafran recognized as one of America's Top Wealth Advisors

Forbes
August 25, 2020

Rob Skinner Recognized as one of America's Top Wealth Advisors

Forbes
August 25, 2020

Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors

Bloomberg
August 13, 2020

Drive to the Close with Alan Zafran (Aug 2020)

Bloomberg
July 02, 2020

Drive to the Close with Alan Zafran (July 2020)

Bloomberg
May 26, 2020

Drive to the Close with Alan Zafran (May 2020)

Bloomberg
April 28, 2020

Drive to the Close with Alan Zafran (April 2020)

Bloomberg
March 31, 2020

Drive to the Close with Alan Zafran (March 2020)

Bloomberg
February 11, 2020

Drive to the Close with Alan Zafran (Feb 2020)

Forbes
January 16, 2020

Eric Harrison recognized as a Best in State Wealth Advisor

Forbes
January 16, 2020

Alan Zafran recognized as a Best in State Wealth Advisor

Forbes
January 16, 2020

Rob Skinner recognized as a Best in State Wealth Advisor

Forbes
January 16, 2020

Jeff Westsmith recognized as a Best in State Wealth Advisor

Bloomberg
January 08, 2020

Drive to the Close with Alan Zafran (Jan 2020)

Barron's
November 27, 2019

Best Ideas: Boosting Assets and Buying on Dips

Barron's
October 04, 2019

Robert Skinner: Profiting From Private Markets

AdvisorHub
June 03, 2019

First Republic’s Star-Studded ‘Luminous’ Team Goes Independent

RIABiz
June 02, 2019

In massive break, $17B 'Luminous' team at First Republic departs en masse to form two separate RIAs

For press inquiries, please contact [email protected].

*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.

Barron's advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here.

Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here.