Awards Disclosures

Important award disclosure information

AdvisorHub

2024 AdvisorHub Advisors to Watch 

• 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 150 Advisors over $1Bil

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating . 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 250 Advisors under $1Bil

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 100 Next Gen

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 100 Women Advisors

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Women Advisors ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 100 Solo Advisors to Watch

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

AdvisorHub 2024 Advisors to Watch 100 Fast Growing Advisors

• The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Fast Growing Advisors ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

2023 AdvisorHub Advisors to Watch 

• 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub). The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 100 Advisors over $1Bil

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 100 Advisors under $1Bil

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 50 Next Gen

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Next Gen ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 50 Women Advisors

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Women Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 100 Solo Advisors to Watch

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

AdvisorHub 2023 Advisors to Watch 200 Fast Growing Advisors

• The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 200 Fast Growing Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.

Barron’s

2024 Barron’s Top 1,200 State by State Advisors  

• 2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com) The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Barron’s Top 1,200 State by State Advisors  

• 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).  The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Barron’s Top 1,200 State by State Advisors  

• 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 1,200 State by State Advisors  

• 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 1,200 State by State Advisors  

• 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com)..The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 1,200 State by State Advisors  

• 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Barron’s Top 1,200 State by State Advisors  

• 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Barron’s Top 1,200 State by State Advisors  

• 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Barron’s Top 1,200 State by State Advisors  

• 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2015 Barron’s Top 1,200 State by State Advisors  

• 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2014 Barron’s Top 1,000 State by State Advisors  

• 2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2013 Barron’s Top 1,000 State by State Advisors  

• 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2012 Barron’s Top 1,000 State by State Advisors  

• 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2011 Barron’s Top 1,000 State by State Advisors  

• 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2010 Barron’s Top 1,000 State by State Advisors  

• 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2009 Barron’s Top 1,000 State by State Advisors  

• 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 50 Institutional Consulting Teams 

• 2020 Barron’s Top 50 Institutional Consulting Teams: Awarded April 2020; Data Compiled by Barron's based on the time period from Jan. 2019 - Dec. 2019 (Source: Barrons.com). The Barron's Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) ratings are evaluated on a range of factors for the team; consisting of a Financial Advisor and support staff who are compensated specifically for institutional consulting activity including the following based on prior year data: institutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant’s team. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 50 Institutional Consulting Teams 

• 2019 Barron’s Top 50 Institutional Consulting Teams: Awarded April 2019; Data Compiled by Barron's based on the time period from Dec. 2017 - Dec. 2018 (Source: Barrons.com). The Barron's Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) ratings are evaluated on a range of factors for the team; consisting of a Financial Advisor and support staff who are compensated specifically for institutional consulting activity including the following based on prior year data: institutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant’s team. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 50 Private Wealth Management Teams 

• 2020 Barron’s Top 50 Private Wealth Management Teams: Awarded April 2020; Data Compiled by Barron's based on the time period from Jan.. 2019 - Dec. 2019 (Source: Barrons.com).The Barron’s Top 50 Private Wealth Management Teams (AKA Top 50 Private Wealth Management Teams, America’s Best Private Wealth Teams) are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 50 Private Wealth Management Teams 

• 2019 Barron’s Top 50 Private Wealth Management Teams: Awarded April 2019; Data Compiled by Barron's based on the time period from Jan. 2018 - Dec. 2018 (Source: Barrons.com). The Barron’s Top 50 Private Wealth Management Teams (AKA Top 50 Private Wealth Management Teams, America’s Best Private Wealth Teams) are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Barron’s Top 100 Independent Advisors 

• 2023 Barron’s Top 100 Independent Advisors: Awarded September 2023; Data Compiled by Barron's based on the time period from July 2022 - June 2023 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Barron’s Top 100 Independent Advisors 

• 2022 Barron’s Top 100 Independent Advisors: Awarded September 2022; Data Compiled by Barron's based on the time period from July 2021 - June 2022 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 100 Independent Advisors 

• 2021 Barron’s Top 100 Independent Advisors: Awarded September 2021; Data Compiled by Barron's based on the time period from July 2020 - June 2021 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 100 Independent Advisors 

• 2020 Barron’s Top 100 Independent Advisors: Awarded September 2020; Data Compiled by Barron's based on the time period from July 2019 - June 2020 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 100 Independent Advisors 

• 2019 Barron’s Top 100 Independent Advisors: Awarded September 2019. Data Compiled by Barron's based on the time period from July 2018 - June 2019 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Barron’s Top 100 Independent Advisors 

• 2018 Barron’s Top 100 Independent Advisors: Awarded September  2018; Data Compiled by Barron's based on the time period from July 2017 - June 2018 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Barron’s Top 100 Independent Advisors 

• 2017 Barron’s Top 100 Independent Advisors: Awarded September 2017; Data Compiled by Barron's based on the time period from July 2016 - June 2017 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Barron’s Top 100 Independent Advisors 

• 2016 Barron’s Top 100 Independent Advisors: Awarded August 2016; Data Compiled by Barron's based on the time period from July 2015 - June 2016 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2015 Barron’s Top 100 Independent Advisors 

• 2015 Barron’s Top 100 Independent Advisors: Awarded August 2015; Data Compiled by Barron's based on the time period from July 2014 - June 2015 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2014 Barron’s Top 100 Independent Advisors 

• 2014 Barron’s Top 100 Independent Advisors: Awarded August 2014; Data Compiled by Barron's based on the time period from July 2013 - June 2014 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2013 Barron’s Top 100 Independent Advisors 

• 2013 Barron’s Top 100 Independent Advisors: Awarded August 2013; Data Compiled by Barron's based on the time period from July 2012 - June 2013 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2012 Barron’s Top 100 Independent Advisors 

• 2012 Barron’s Top 100 Independent Advisors: Awarded August 2012; Data Compiled by Barron's based on the time period from July 2011 - June 2012 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2011 Barron’s Top 100 Independent Advisors 

• 2011 Barron’s Top 100 Independent Advisors: Awarded August 2011; Data Compiled by Barron's based on the time period from July 2010 - June 2011 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2010 Barron’s Top 100 Independent Advisors 

• 2010 Barron’s Top 100 Independent Advisors: Awarded August 2010; Data Compiled by Barron's based on the time period from July 2009 - June 2010 (Source: Barrons.com).The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2009 Barron’s Top 100 Independent Advisors 

• 2009 Barron’s Top 100 Independent Advisors: Awarded August 2009; Data Compiled by Barron's based on the time period from July 2008 - June 2009 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Barron’s Top 250 Private Wealth Management Teams 

• 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Barron’s Top 100 Private Wealth Management Teams 

• 2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan. 2022 - Dec. 2022 (Source: Barrons.com). The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Barron’s Top 100 Private Wealth Management Teams 

• 2022 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan. 2021 - Dec. 2021 (Source: Barrons.com). The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 100 Private Wealth Management Teams 

• 2021 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2021; Data Compiled by Barron's based on the time period from Jan. 2020 - Dec. 2020 (Source: Barrons.com). The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Barron’s Top 100 Women Advisors 

• 2024 Barron's Top 100 Women Advisors: Awarded July 2024; Data Compiled by Barron's based on the time period from Apr. 2023 - Mar. 2024 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Barron’s Top 100 Women Advisors 

• 2023 Barron’s Top 100 Women Advisors: Awarded June 2023; Data Compiled by Barron's based on the time period from Apr. 2022 - Mar. 2023 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Barron’s Top 100 Women Advisors 

• 2022 Barron’s Top 100 Women Advisors: Awarded June 2022; Data Compiled by Barron's based on the time period from Apr. 2021 - Mar. 2022 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 100 Women Advisors 

• 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data Compiled by Barron's based on the time period from Apr. 2020 - Mar. 2021 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 100 Women Advisors 

• 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data Compiled by Barron's based on the time period from Apr. 2019 - Mar. 2020 (Source: Barrons.com).The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 100 Women Advisors 

• 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data Compiled by Barron's based on the time period from Apr. 2018 - Mar. 2019 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Barron’s Top 100 Women Advisors 

• 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data Compiled by Barron's based on the time period from Apr. 2017 - Mar. 2018 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Barron’s Top 100 Women Advisors 

• 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data Compiled by Barron's based on the time period from Apr. 2016 - Mar. 2017 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Barron’s Top 100 Women Advisors 

• 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data Compiled by Barron's based on the time period from Apr. 2015 - Mar. 2016 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2015 Barron’s Top 100 Women Advisors 

• 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data Compiled by Barron's based on the time period from Apr. 2014 - Mar. 2015 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2014 Barron’s Top 100 Women Advisors 

• 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data Compiled by Barron's based on the time period from Apr. 2013 - Mar. 2014 (Source: Barrons.com).The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2013 Barron’s Top 100 Women Advisors 

• 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data Compiled by Barron's based on the time period from Apr. 2012 - Mar. 2013 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2012 Barron’s Top 100 Women Advisors 

• 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data Compiled by Barron's based on the time period from Apr. 2011 - Mar. 2012 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2011 Barron’s Top 100 Women Advisors 

• 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data Compiled by Barron's based on the time period from Apr. 2010 - Mar. 2011 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2010 Barron’s Top 100 Women Advisors 

• 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data Compiled by Barron's based on the time period from Apr. 2009 - Mar. 2010 (Source: Barrons.com).The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2009 Barron’s Top 100 Women Advisors 

• 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data Compiled by Barron's based on the time period from Apr. 2008 - Mar. 2009 (Source: Barrons.com) The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2008 Barron’s Top 100 Women Advisors 

• 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data Compiled by Barron's based on the time period from Apr. 2007 - Mar. 2008 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Barron’s Top 100 Financial Advisors 

• 2024 Barron's Top 100 Financial Advisors: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Barron’s Top 100 Financial Advisors 

• 2023 Barron’s Top 100 Financial Advisors: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan. 2022 - Dec. 2022 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Barron’s Top 100 Financial Advisors 

• 2022 Barron’s Top 100 Financial Advisors: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan. 2021 - Dec. 2021 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 100 Financial Advisors 

• 2021 Barron’s Top 100 Financial Advisors: Awarded April 2021; Data Compiled by Barron's based on the time period from Jan. 2020 - Dec. 2020 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 100 Financial Advisors 

• 2020 Barron’s Top 100 Financial Advisors: Awarded April 2020; Data Compiled by Barron's based on the time period from Jan. 2019 - Dec. 2019 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 100 Financial Advisors 

• 2019 Barron’s Top 100 Financial Advisors: Awarded April 2019; Data Compiled by Barron's based on the time period from Dec. 2017 - Dec. 2018 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Barron’s Top 100 Financial Advisors 

• 2018 Barron’s Top 100 Financial Advisors: Awarded April 2018; Data Compiled by Barron's based on the time period from Jan. 2017 - Dec. 2017 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Barron’s Top 100 Financial Advisors 

• 2017 Barron’s Top 100 Financial Advisors: Awarded April 2017; Data Compiled by Barron's based on the time period from Jan. 2016 - Dec. 2016 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Barron’s Top 100 Financial Advisors 

• 2016 Barron’s Top 100 Financial Advisors: Awarded April 2016; Data Compiled by Barron's based on the time period from Jan. 2015 - Dec. 2015 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2015 Barron’s Top 100 Financial Advisors 

• 2015 Barron’s Top 100 Financial Advisors: Awarded April 2015; Data Compiled by Barron's based on the time period from Jan. 2014 - Dec. 2014 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2014 Barron’s Top 100 Financial Advisors 

• 2014 Barron’s Top 100 Financial Advisors: Awarded April 2014; Data Compiled by Barron's based on the time period from Jan. 2013 - Dec. 2013 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2013 Barron’s Top 100 Financial Advisors 

• 2013 Barron’s Top 100 Financial Advisors: Awarded April 2013; Data Compiled by Barron's based on the time period from Jan. 2012 - Dec. 2012 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2012 Barron’s Top 100 Financial Advisors 

• 2012 Barron’s Top 100 Financial Advisors: Awarded April 2012; Data Compiled by Barron's based on the time period from Jan. 2011 - Dec. 2011 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2011 Barron’s Top 100 Financial Advisors 

• 2011 Barron’s Top 100 Financial Advisors: Awarded April 2011; Data Compiled by Barron's based on the time period from Jan. 2010 - Dec. 2010 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2010 Barron’s Top 100 Financial Advisors 

• 2010 Barron’s Top 100 Financial Advisors: Awarded April 2010; Data Compiled by Barron's based on the time period from Jan. 2009 - Dec. 2009 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2009 Barron’s Top 100 Financial Advisors 

• 2009 Barron’s Top 100 Financial Advisors: Awarded April 2009; Data Compiled by Barron's based on the time period from Jan. 2008 - Dec. 2008 (Source: Barrons.com).The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2008 Barron’s Top 100 Financial Advisors 

• 2008 Barron’s Top 100 Financial Advisors: Awarded April 2008; Data Compiled by Barron's based on the time period from Jan. 2007 - Dec. 2007 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Financial Planning Magazine

2024 Financial Planning Top 40 Brokers Under 40 

2023 Financial Planning Top 40 Brokers Under 40 

2022 Financial Planning Top 40 Brokers Under 40 

Five Star

Five Star Wealth Manager (years 2012 to 2024)

This award was issued each year on the evaluation process below. 

General Use:

• The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 

NOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR AWARDS - LISTED BY MARKET.

Forbes

2024 Forbes Best-In-State Wealth Advisors

• 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-In-State Wealth Advisors 

• 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Best-In-State Wealth Advisors 

• 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Best-In-State Wealth Advisors 

• 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Forbes Best-In-State Wealth Advisors 

• 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Best-In-State Wealth Advisors 

• 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Forbes Best-In-State Wealth Advisors 

• 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams 

• 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-in-State Wealth Management Teams 

• 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top 250 Wealth Advisors

• 2024 Forbes Top 250 Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top 250 Wealth Advisors 

• 2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top 250 Wealth Advisors 

• 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Top 250 Wealth Advisors 

• 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Forbes Top 250 Wealth Advisors 

• 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com)The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top 250 Wealth Advisors 

• 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Forbes Top 250 Wealth Advisors 

• 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Forbes Top 250 Wealth Advisors 

• 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Forbes Top 250 Wealth Advisors 

• 2016 Forbes Top 250 Wealth Advisors: Awarded August 2016. Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 06/30/16 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Next-Gen Wealth Advisors 

• 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Next-Gen Wealth Advisors 

• 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Top Next-Gen Wealth Advisors 

• 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Forbes Top Next-Gen Wealth Advisors 

• 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Next-Gen Wealth Advisors 

• 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Forbes Top Next-Gen Wealth Advisors 

• 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Forbes Top Next-Gen Wealth Advisors 

• 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Next-Gen Wealth Advisors Best-In-State 

• 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Next-Gen Wealth Advisors Best-In-State 

• 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Next-Gen Wealth Advisors Best-In-State 

• 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Wealth Management Teams 

• 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Wealth Management Teams 

• 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top Women Wealth Advisors Best-in-State 

• 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Women Wealth Advisors Best-in-State 

• 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Women Wealth Advisors Best-in-State 

• 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top Women Wealth Advisors 

• 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com) The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Women Wealth Advisors 

• 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Women Wealth Advisors 

• 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Top Women Wealth Advisors 

• 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Forbes Top Women Wealth Advisors 

• 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Women Wealth Advisors 

• 2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Forbes Top Women Wealth Advisors 

• 2018 Forbes Top Women Wealth Advisors: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 - 9/30/17 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Forbes Top Women Wealth Advisors 

• 2017 Forbes Top Women Wealth Advisors: Awarded February 2017; Data compiled by SHOOK Research LLC based on the time period from 9/30/15 - 9/30/16 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Working Mother

2021 Working Mother’s Top Wealth Advisor Moms 

• 2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

2020 Working Mother’s Top Wealth Advisor Moms 

• 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

2019 Working Mother’s Top Wealth Advisor Moms 

• 2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

2018 Working Mother’s Top Wealth Advisor Moms 

• 2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

2017 Working Mother’s Top Wealth Advisor Moms 

• 2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

National Association of Plan Advisors

2023 NAPA Top Women Advisors  

• 2023 NAPA Top Women Advisors: Awarded October 2023; Data compiled by NAPA based on the time period from Jan. 2022 – Dec. 2022 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2022 NAPA Top Women Advisors  

• 2022 NAPA Top Women Advisors: Awarded October 2022; Data compiled by NAPA based on the time period from Jan. 2021 – Dec. 2021 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2021 NAPA Top Women Advisors  

• 2021 NAPA Top Women Advisors: Awarded October 2021; Data compiled by NAPA based on the time period from Jan. 2020 – Dec. 2020 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2020 NAPA Top Women Advisors  

• 2020 NAPA Top Women Advisors: Awarded October 2020; Data compiled by NAPA based on the time period from Jan. 2019 – Dec. 2019 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2019 NAPA Top Women Advisors  

• 2019 NAPA Top Women Advisors: Awarded October 2019; Data compiled by NAPA based on the time period from Jan. 2018 – Dec. 2018 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2018 NAPA Top Women Advisors  

• 2018 NAPA Top Women Advisors: Awarded October 2018; Data compiled by NAPA based on the time period from Jan. 2017 – Dec. 2017 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

2017 NAPA Top Women Advisors  

• 2027 NAPA Top Women Advisors: Awarded October 2017; Data compiled by NAPA based on the time period from Jan. 2016 – Dec. 2016 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA.

The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed survey was used for rating. NAPA Top Women Advisor winners are redefined into subcategories and then ranked with the subcategory based on: All-stars who happen to be principals, owners or team captains of their organizations, Top producers who have their own practice, and Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).The rating and ranking are not related to the quality of the investment advice and based solely on the disclosed criteria. Being placed on the subcategory does not denote an additional award.”

2023 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2023 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2023; Data compiled by NAPA based on the time period from Jan. 2022 – Dec. 2022 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2022 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2022; Data compiled by NAPA based on the time period from Jan. 2021 – Dec. 2021 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2021 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2021; Data compiled by NAPA based on the time period from Jan. 2020 – Dec. 2020 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2020 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2020; Data compiled by NAPA based on the time period from Jan. 2019 – Dec. 2019 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2019 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2019; Data compiled by NAPA based on the time period from Jan. 2018 – Dec. 2018 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2018 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2018; Data compiled by NAPA based on the time period from Jan. 2017 – Dec. 2017 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 NAPA Top 100 Retirement Plan Advisors Under 40, AKA Aces  

• 2017 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2017; Data compiled by NAPA based on the time period from Jan. 2016 – Dec. 2016 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.