September 21, 2017 – For the sixth consecutive year, Westmount Asset Management has been honored by Barron’s as one of America’s top 100 independent wealth advisors.  A reprint of the Barron’s list for 2017 can be found here.

Previously, Westmount and its president, Jim Berliner, have been recognized for being among the nation’s leading advisors by other publications, such as Financial Times, Worth and Medical Economics.


Barron’s Ranking Disclosure
The Barron’s 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 winner.