Important Disclosure Information
Joel Isaacson & Co., LLC (“Joel Isaacson”) is an SEC-registered investment adviser located in New York, New York (please click here for our most recent Form ADV). Registration does not imply government endorsement or that the adviser has attained a level of skill or training. Please click here to review our Customer Relationship Summary (Form CRS). Investments involve the risk of loss, including risk of loss of principal invested, that clients must be prepared to bear. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Joel Isaacson), will be profitable or equal any historical performance level(s).
Certain portions of Joel Isaacson’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Joel Isaacson’s views as of a specific prior date. These materials should not be viewed as containing specific investment advice or recommendations. In addition, the Firm’s views are subject to change without notice.
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client as a guarantee that he/she will experience a certain level of results if Joel Isaacson is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of Joel Isaacson or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Awards may not be indicative of one client’s experience or of Joel Isaacson’s future performance. Neither Joel Isaacson nor the recognized advisor has paid a fee for inclusion on a list. In some instances, the Firm purchased a plaque from the award provider.
Forbes “Top Women Wealth Advisors Best-In-State” (2023) ranking was based on due-diligence meetings and a ranking algorithm for female advisors who have a minimum of seven years of experience. Client retention, industry experience, and compliance records were among items considered. Other considerations were assets under management and revenue generated for their firms. There were no fees paid in connection with using this award.
Forbes “Best in State” Top 250 Wealth Advisors (2017-2021) ranking was based on due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. Client retention, industry experience, and compliance records were among items considered. Other considerations were assets under management and revenue generated for their firms. There were no fees paid in connection with using this award.
To qualify for the Barron’s Top 100 RIA Firms (2017-2022) ranking, the firm must be registered with the SEC and have $2 billion minimum in AUM. were to be client facing representatives who provide fee-based investment advice and financial planning services. There were no fees paid in connection with using this award.
Financial Advisor magazine’s Top RIA (2015-2022) ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets. RIA rankings are not indicative of future performance or representative of any client experience. There were no fees paid in connection with using this award.
Financial Planning’s Top 150 RIA Leaders (2021) is for fee-only RIAs and the ranking is based on AUM, number of clients, number of advisors and number of overall employees. The information is taken from the Form ADV.
The Financial Times Top 300 Advisors (2016-2020) criteria requires advisers had to have at least $300 million in assets under management (AUM) and be registered with the Securities and Exchange Commission (SEC). Additionally, at least 25% of the firm’s AUM had to be from individual investors. The Financial Times then reaches out to the more than 2,000 firms meeting these criteria and asked them to fill out a comprehensive application. The Financial Times augmented the information with independent research, including data from regulatory filings. Of those considered, 300 firms were selected for the list.
Accounting Today’s Top Firms by AUM (2015-2022) is for financial planning and CPA firms. The ranking is based off of AUM.
AdvisoryHQ (2016-2020) ranked the top Financial Advisors. Their methodology included evaluating factors such as quality of service, fee structure, level of customized service, fiduciary duty, and history of innovation. The rankings are 100% independently researched by AdvisoryHQ. There were no fees paid in connection with using this award.
WMRIA Edge’s Fastest Growing RIA (2022) evaluation is based off of firms that have experienced the largest increases in assets and clients in the last 3 years. Joel Isaacson qualified in 2022 for the state of New York.
Wealth Magnets ranking of CPA firms in financial planning ranks firms by assets under management. To be included in the ranking you must be a CPA firm that has a financial planning practice and one financial planner must hold a CPA credential. There were no fees paid in connection with using this award.
Wealth Management’s Top 25 High-Net-Worth Advisors was based on assets under management. High-net-worth clients had to make up to 76 percent or more of the firm’s business. Additionally, the firms on this list had to be independent and have a focus on financial and retirement planning. There were no fees paid in connection with using this award.
The Barron’s Top 100 Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. There were no fees paid in connection with using this award.
Forbes Top Wealth Advisors ranking was based on criteria such as client retention, revenue trends, community involvement, industry experience, and in-person interviews. Advisors with a minimum of seven years of experience were considered and factors such as assets under management, revenue trends, and industry experience were weighed.
Worth criteria includes the individual advisor’s expertise, integrity, and dedication to the field of wealth management; portfolio management strategies; risk analysis; client service initiatives; and the educational and professional credentials of advisors.
Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Joel Isaacson or from any other investment professional. Joel Isaacson is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Industry rankings are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared or submitted by the advisor, or the amount of assets under management.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Joel Isaacson’s web site, to release and hold harmless Joel Isaacson, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Joel Isaacson.