“Top Institutional Consulting Team”
Barron’s magazine 2015 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.
“Top 100 Financial Advisors”
Barron’s magazine 2007 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.
“Top 1000 Financial Advisors, State-by-State”
Barron’s magazine 2009 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.
“Hall of Fame”
Barron’s magazine 2019 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.
“America’s Top Wealth Advisors”
Forbes magazine 2016 – 2026, most recently published on 4/8/26. Rankings based on data as of 6/30/25.
Best-In-State Wealth Advisors
Forbes magazine 2018 – 2026, most recently published on 4/8/26. Rankings based on data as of 6/30/25.
Each award published the year of being awarded. No fees were paid in relation to awards received.