Years: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), selects award recipients based on the following 10 objective eligibility and evaluation criteria: (1) credentialed as a registered investment advisory representative or registered investment adviser; (2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) favorable regulatory and complaint history review; (4) fulfillment of their firm review based on internal firm standards; (5) currently accepting new clients; (6) and (7) client retention rates for one-year and five-year periods; (8) non-institutional client assets administered; (9) number of client households served; and (10) education and professional designations. Five Star Professional determines the final list of Five Star Wealth Manager award winners. 3,923 candidates in the Boston area were considered for the 2023 award, with 578 of these candidates (15%) named 2023 Five Star Wealth Managers. In 2022, 4,090 candidates were considered, of which there were 513 (13%) award recipients. In 2021, 4,069 candidates were considered, of which there were 480 (12%) award recipients. In 2020, 3,580 candidates were considered, of which there were 463 (13%) award recipients. In 2019, 3,619 candidates were considered, of which there were 566 (16%) award recipients. In 2018, 2,819 candidates were considered, of which there were 532 (19%) award recipients. In 2017, 2,467 candidates were considered, of which there were 623 (25%) award recipients. In 2016, 2,530 candidates were considered, of which there were 632 (26%) award recipients. In 2015, 3,542 candidates were considered, of which there were 801 (23%) award recipients. In 2014, 1,707 candidates were considered, of which there were 655 (38%) award recipients. In 2013, 2,362 candidates were considered, of which there were 713 (30%) award recipients. In 2012, 2,591 candidates were considered, of which there were 454 (17%) award recipients. Wealth managers and/or their firms do not pay a fee to be considered for or placed on the final list of Five Star Wealth Managers. The award does not evaluate the quality of services provided to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. The Five Star Wealth Manager award is not indicative of the wealth manager’s future performance or investment success. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional or any clients of the wealth manager. Five Star Professional defines a “favorable regulatory complaint history” as a wealth manager who has not been subject to a regulatory action resulting in payment of a fine or a license being suspended or revoked; has not had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process; has not individually contributed to a financial settlement of a customer complaint; has not been terminated from a wealth management or financial services firm; has not filed for personal bankruptcy within the past 11 years; and has not been convicted of a felony.