This marks the fourth consecutive year he’s received the honor.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce Financial Advisor Charles J. Noble III has been recognized by Forbes as a 2022 Top Wealth Advisor. This is the fourth consecutive year he has been named to the list.
Charles serves as Executive Vice President/Wealth Management of Noble Wealth Advisors of Janney Montgomery Scott and Branch Manager of the firm’s office in Downtown New Haven, Connecticut. With over 30 years of experience managing investments for clients, he has built his business around providing comprehensive wealth management and portfolio solutions for institutional and affluent clients.
Since 2014, Charles has been recognized as a Top Advisor by Barron’s and among the “Top 400 Financial Advisors” by Financial Times in 2013, 2014, 2017, and 2018. He was also named a “Best-In-State Wealth Advisor” by Forbes in 2020, 2021, and 2022, and a “Top 1,200 State by State Advisor” by Barron’s every year since 2014. Charles was honored as Janney’s Financial Advisor of the Year in 2012.
America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, 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 criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The full list of this year’s Forbes Top Wealth Advisors can be found here.
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