Brock Kidd Ranked to Barron's Top 1,200 Financial Advisors List

Brock Kidd, a founding partner and managing director for Pinnacle Asset Management and private wealth manager with Raymond James Financial Services, Inc., was recently named for the second consecutive year to Barron’s list of the 2023 Top 1200 U. S. Financial Advisors Ranked by State (barrons.com).*  He moved to the number 11 spot on the list after ranking 17 on last year’s list in the state of Tennessee. The prestigious 2023 list draws from all 50 states, plus the District of Columbia.

“I’m thankful to be named one of the top private wealth advisors in the country,” Kidd said. “To be given this honor reflects our commitment to delivering distinctive and unparalleled service. I am incredibly proud of the service-focused culture we have built at Pinnacle Asset Management and the resulting trust our clients place in us.”

Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria, such as assets under management, revenue produced for the firm, regulatory records, quality of practice and philanthropic work.

Kidd, who manages more than $831 million in client assets, is one of just 18 private wealth advisors in Tennessee and seven in Nashville to make the prestigious list. With more than 30 years of experience, he is the number one financial consultant in the Raymond James Financial Institutions Division.

                Pinnacle Asset Management is a division of Pinnacle Financial Partners. The financial advisors there work through Raymond James Financial Services, Inc. to provide advice and services to businesses and individuals with significant investment needs. They have access to the full suite of investment products offered by Raymond James and serve clients from offices across Pinnacle’s footprint. 

*Top 1,200 Financial Advisors (2023) 

Source: Barron’s “Top 1,200 Financial Advisors,” March 2023.  Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022 and was released on 03/15/2023.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. 

About Pinnacle Financial Partners

                Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm is the No. 1 bank in the Nashville-Murfreesboro-Franklin MSA, according to 2022 deposit data from the FDIC, is listed by Forbes as No. 27 among America’s Best Banks, higher than any other bank headquartered in Tennessee, North Carolina, South Carolina or Georgia. Pinnacle also earned a spot on the 2023 list of 100 Best Companies to Work For® in the U.S., its seventh consecutive appearance and was recognized by American Banker as one of America’s Best Banks to Work For 10 years in a row and No. 1 among banks with more than $11 billion in assets in 2022.

The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $45.1.0 billion in assets as of March 31, 2023. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 17 primarily urban markets across the Southeast.

                Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at www.pnfp.com.

^* This ranking is not based in anyway on an individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Raymond James is not affiliated with FORTUNE.

About Raymond James Financial Services, Inc.

                Raymond James Financial Services, Inc., is a financial services firm supporting more than 7,500 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $1.26 trillion.

About the Financial Institutions Division of RJFS

                The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.

                Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pinnacle Financial Partners, Pinnacle Asset Management and Pinnacle Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Located at 150 3^rd Avenue South, Nashville, TN, 37201, (615) 690-1417.