“Barron’s Hall of Fame Advisor”, inducted 2019
Barron's Hall of Fame
Top 100 Independent Financial Advisors, Top 1200 Financial Advisors
“Top 100 Independent Financial Advisors” 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2008
“Top 1200 Financial Advisors” 2020, 2019,2018, 2017, 2016, 2015, 2014, 2009
Best in State, Americas Top 250 Wealth Advisors
“Best in State” 2020, 2019, 2018
“Americas Top 250 Wealth Advisors” 2020, 2019, 2018, 2017
Best-in-Business IMPACT Award
“Best-in-Business IMPACT Award” winner 2017
Top 300 Registered Investment Advisors
“Top 300 Registered Investment Advisors” 2019, 2018, 2017
Top Registered Investment Advisors
“Top Registered Investment Advisors” 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009
Recognition Criteria
Details on selection criteria used to award each of these recognitions is available here