Awards & Recognition

 

 

 

 

 


 


 

 

 

 

 

 

 

 

 


 

 

 

 

 

 


 

 

 

2025 Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents and community involvement of advisor-provided data. Rankings do not reflect any one client's experience, future performance or outcome, endorse any advisor. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

2025 Barron’s “Top 100 Institutional Consulting Teams” list. Rankings are based on the opinions of Barron’s who evaluated advisors on a range of criteria including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Rankings do not reflect any one client's experience, guarantee of future performance or investment success, investment outcome and does not represent an endorsement of the advisors.  Compensation to Barron's was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

2025 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

 

 

2025 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client's experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

 

 

 

 

 

 

 

 

2024 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client's experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

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