Barron's
September 23, 2021
Forbes
September 23, 2021
Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors
Forbes
August 23, 2021
Rob Skinner recognized as one of America's Top Wealth Advisors
Forbes
August 23, 2021
Alan Zafran recognized as one of America's Top Wealth Advisors
Bloomberg
August 16, 2021
Drive to the Close with Alan Zafran (August 2021)
Bloomberg
June 18, 2021
Drive to the Close with Alan Zafran (June 2021)
Great Place to Work
May 31, 2021
IEQ Capital certified as a Great Place to Work
Bloomberg
May 17, 2021
Drive to the Close with Alan Zafran (May 2021)
Barron's
April 09, 2021
Eric Harrison Featured: 3 Smart Ways to Invest in Bitcoin
Forbes
February 11, 2021
Rob Skinner recognized as one of California's Best Wealth Advisors
Forbes
February 11, 2021
Eric Harrison recognized as one of California's Best Wealth Advisors
Forbes
February 11, 2021
Alan Zafran recognized as one of California's Best Wealth Advisors
Forbes
February 11, 2021
Jeff Westsmith recognized as one of California's Best Wealth Advisors
Bloomberg
February 03, 2021
Drive to the Close with Alan Zafran (Feb 2021)
Bloomberg
December 24, 2020
Drive to the Close with Alan Zafran (Dec 2020)
Bloomberg
November 16, 2020
Drive to the Close with Alan Zafran (Nov 2020)
Wall Street Journal
October 13, 2020
IEQ Advisory Board Member Jane Dietze Recognized for Brown University Endowment’s Performance
Bloomberg
October 02, 2020
Drive to the Close with Alan Zafran (Oct 2020)
Bloomberg
August 13, 2020
Drive to the Close with Alan Zafran (Aug 2020)
Bloomberg
July 02, 2020
Drive to the Close with Alan Zafran (July 2020)
Bloomberg
May 26, 2020
Drive to the Close with Alan Zafran (May 2020)
Bloomberg
April 28, 2020
Drive to the Close with Alan Zafran (April 2020)
Bloomberg
March 31, 2020
Drive to the Close with Alan Zafran (March 2020)
Bloomberg
February 11, 2020
Drive to the Close with Alan Zafran (Feb 2020)
Bloomberg
January 08, 2020
Drive to the Close with Alan Zafran (Jan 2020)
Barron's
November 27, 2019
Best Ideas: Boosting Assets and Buying on Dips
Barron's
October 04, 2019
Robert Skinner: Profiting From Private Markets
AdvisorHub
June 03, 2019
First Republic’s Star-Studded ‘Luminous’ Team Goes Independent
RIABiz
June 02, 2019
In massive break, $17B 'Luminous' team at First Republic departs en masse to form two separate RIAs
*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.
Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here.