For the third year in a row, Barron’s named Moneta Partner Diane Compardo to its annual Top 1,200 Financial Advisors rankings. Compardo’s ranking among other financial advisors in Missouri rose to 3rd, up from 4th in 2019 and 7th in 2018. She continues to be Missouri’s top ranked female advisor.
The ranking recognizes outstanding advisors from across the nation. It comes as Barron’s most comprehensive listing, encompassing everyone from independents, who own and operate their own practices, to employees of the big Wall Street firms. Advisors are ranked based on factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
As the founding Partner for Compardo, Wienstroer, Conrad & Janes at Moneta, Compardo delivers world-class expertise in designing, implementing and monitoring optimal solutions to meet the complex financial needs of multigenerational, successful families.
“Our continued success and growth as a team comes from building strong relationships with our clients and providing them with deep expertise and excellent service,” Compardo said. “It’s rewarding to have our commitment to our clients recognized by Barron’s year after year.”
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