We’re proud to share that Parcion Private Wealth Founder and CEO, Terry Cook, CFP®, CIMA®, has been named one of Barron’s Top 100 Independent Advisors for 2025.

This recognition reflects Terry’s decades-long dedication to helping business owners and their families navigate transformational liquidity events with clarity, purpose, and confidence.

Terry Cook, CFP®, CIMA® was ranked on Barron’s annual Top 100 Independent Advisors list, issued in September 2025 by Barron’s. The award is for the year 2025 and is based on data as of June 30, 2025. Barron’s Top 100 Independent Advisors ranking was developed by Barron’s and is based on a proprietary formula that includes three major components: assets under management, revenue produced, and quality of practice. Advisors who wish to be ranked complete a detailed survey, and Barron’s verifies the data with advisory firms and regulatory databases. Qualitative factors include industry experience, credentials, team structure, philanthropic work, and compliance records. Investment performance is not a criterion. Barron’s does not receive compensation in exchange for placement on the ranking. For more information, please see Barron’s Methodology. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third party rating.