We are proud to share that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been named to Barron’s 2024 Top 100 Independent Advisors list!

This recognition reflects the dedication of the entire Parcion team to supporting business owners and their families in unlocking the true potential of their wealth. Through our differentiation and collective leadership, we provide legendary service each day to ensure we make the most significant impact for those we serve.

Congratulations on this well deserved achievement as we continue to build the future and optimize our What’s Next together!

Terry Cook was ranked #40 on Barron’s 2024 Top 100 Independent Advisors in America ranking, issued on September 16, 2024 by Barron’s. The award was announced in 2024 and is based on data as of 06/30/2024. Barron’s annual Top 100 Independent Advisors in America ranking was developed by Barron’s. The rankings calculations have three major components: assets under management, revenue, and quality of practice. The financial results used in the calculations are as of 06/30/2024. Advisors who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then Barron’s applies their ranking formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations. For more information, please see Barron’s Top Advisors Methodology. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.