The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers, and service providers for HNW individuals.
Below, you can view the Spear’s 500 research calendar complete with information on the indices, the deadline for submissions and the date each index is published online. The rankings are also published in an annual print edition of the Spear’s 500. Click here to order a copy.
Click here to jump to the Spear’s 500 research calendar
Spear’s 500 methodology
To assemble this unique directory, the Spear’s Research Unit conducts hundreds of interviews, analyses information supplied by companies and individuals in the Spear’s submission process, reviews data from third-party sources and gathers references and recommendations from clients and disinterested but knowledgeable specialist industry observers. All potential candidates for inclusion are independently scored using a proprietary framework, which underpins the tiered ranking system.
Related
[Learn more about the categories, rankings and methodology at Spears500.com]
Each recommended adviser is profiled on spears500.com, which allows users to search and filter the Spear’s database of almost 4,000 entities to find one (or more) to meet their specific requirements by searching or filtering for specific attributes such as an adviser’s location, their specialist expertise and information about their client base.
How to take part
There is still time to be considered for certain indices for the 2023/24 research cycle. Please refer to the dates on the Spear’s 500 research calendar below and click here to learn more if you are interested in taking part, or nominating a colleague or peer.
If you have missed the deadline for 2023/24, you can still register your interest for updates about upcoming research and rankings.
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