• ABOUT – DICK YOUNG
  • YWMF – ARCHIVES

Young's World Money Forecast

Since 1978 With a 32 Year Vacation

  • DICK YOUNG
    • FROM RICHARD C. YOUNG
    • THE FINAL INTELLIGENCE REPORT
  • INVESTING STRATEGIES
    • RETIREMENT COMPOUNDERS®
    • GOLD & SILVER
  • DIVIDENDS & COMPOUNDING
    • MIRACLE OF COMPOUNDING
    • DIVIDENDS
  • GRAHAM & RUSSELL
    • BEN GRAHAM
    • RICHARD RUSSELL
  • THE DOW AND THE LEADERS
    • DOW vs. S&P 500
    • DOW vs. DOW DIVIDEND PER SHARE
  • WELLINGTON MANAGEMENT COMPANY
  • YOUR SURVIVAL GUY
  • BANK CREDIT & MONEY
  • THE PRUDENT MAN

Richard C. Young & Co., Ltd named to Barron’s Top 100 Independent Advisors for Seventh Consecutive Year

September 19, 2018 By Richard Young

I am pleased to announce that for the seventh consecutive year our boutique conservative investment counsel firm has been named in Barron’s Top Independent Advisors list (2012-2018). Disclosure Our firm’s inclusion is notable because the nature of the investment advisory business is changing and not for the better. Private equity firms, breakaway brokers, and others more focused on gathering client assets than providing high value investment counsel are now a dominant force in the advisory business.

The Barron’s list is unfortunately becoming institutionalized. There is now a separate firm list for the likes of Edelman Financial, Creative Planning (dropped this year for potential regulatory infractions), and United Capital Financial Advisers.

With tens of thousands of clients and hundreds of advisors, there is nothing boutique about these firms. Acquisitions and asset gathering are the order of the day. These firms are becoming mini-versions of Vanguard or Schwab call centers, but with store fronts. Few do proper investment research and analysis. And the fees of some are far from client friendly. Charging 1.50% out of the gates for an index-based ETF portfolio and some basic financial planning as some “advisors” do may be worse than the 2 and 20 model of hedge funds. At least the hedge funds are working for the fees their clients are paying.

Richard C. Young & Co., Ltd. has always been a boutique investment counsel firm and it will remain that way whether that means staying on the Barron’s list or getting knocked off by this new breed of acquisition hungry advisors. Our clients financial well-being has always been our number one priority and it will always remain that way.

Related

Filed Under: Breaking News, Investing Strategies Tagged With: comp

Compensation was paid to utilize rankings. Click here to read full disclosure.

RSS New From Young Research & Publishing

  • Epic Man Cave with Car Elevator in Utah
  • Graduating from Work to Retirement Special Bonus: God Only Knows
  • US Secures LNG Export Deals Worth $200 Billion
  • High-Voltage Cable Crunch Hits Global Electrification
  • May PPI Lower than Expected
  • Graduating from Work to Retirement #20: Life in Reverse
  • US Inflation Eases to 0.1% in May
  • DOE Focuses on Nuclear and AI Innovation
  • Trump Delivers Lower Inflation and Rising Wages
  • Natural Gas Power Growth Slows, but Big Gains Possible by 2028

RSS New From Your Survival Guy

  • Graduating from Work to Retirement Special Bonus: God Only Knows
  • Private Equity: Moody’s Warns There’s Ample Cause for Concern
  • Your Survival Guy: Castle Hill, Newport
  • Graduating from Work to Retirement #20: Life in Reverse
  • Graduating from Work to Retirement #19: A Teacher for Life
  • Market Timing Could Be Hazardous to Your Portfolio
  • Graduating from Work to Retirement #18: Shelter from the Storm
  • Beware Pig Butchering Scams
  • Do You Have a Survival Guy Portfolio?
  • Graduating from Work to Retirement #17: Heart of June

Search Our Site

Richard C. Young & Co., Ltd.

–Client Letter Sign Up–

Sign up to receive email alerts when our latest client letter is posted on our website.

Copyright © 2025 · About Dick Young · Terms & Conditions