Barron's Hall of Fame

“Barron’s Hall of Fame Advisor”,  inducted 2019

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