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With decades of experience serving some of the wealthiest individuals and institutions, our advisors and teams are uniquely prepared to address even the most complex challenges, backed by the resources of one of the world’s most respected financial firms.
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Recognized by the industry
Our elite advisors and teams are consistently recognized by industry-leading publications
Barron's
Top 100 Private Wealth Management Teams
2022, 2021, 2020, 2019
Top 100 Financial Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top 100 Women Financial Advisors
2022, 2021, 2020, 2019, 2018, 2017, 2016
Top 1,200 Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Forbes/SHOOK
Top Wealth Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top Women Wealth Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017
Top Next-Gen Wealth Advisors
2023, 2022, 2021, 2020, 2019, 2018, 2017
Top Wealth Advisors Best-In-State
2023, 2022, 2021, 2020, 2019, 2018
Awards or rankings are not indicative of future success or results.
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Link to find a wealth advisor
Find a Wealth AdvisorForbes/SHOOK Top Wealth Advisors
2022
Forbes/SHOOK Top Wealth Advisors (8/24/22). Data as of 3/31/22. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Forbes/SHOOK Top Wealth Advisors (8/24/21). Data as of 3/31/21. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Forbes/SHOOK Top Wealth Advisors (8/25/20). Data as of 3/31/20. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2019
Forbes/SHOOK Top Wealth Advisors (9/10/19). Data as of 3/31/19. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Forbes/SHOOK Top Wealth Advisors (9/12/18). Data as of 6/30/18. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2017
Forbes/SHOOK Top Wealth Advisors (9/26/17). Data as of 6/30/17. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2016
Forbes/SHOOK Top Wealth Advisors (8/3/16). Data as of 6/30/16. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Women Wealth Advisors
2023
Forbes/SHOOK Top Women Wealth Advisors (2/1/23). Data as of 9/30/22. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2022
Forbes/SHOOK Top Women Wealth Advisors (2/4/22). Data as of 9/30/21. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Forbes/SHOOK Top Women Wealth Advisors (3/24/21). Data as of 9/30/20. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Forbes/SHOOK Top Women Wealth Advisors (4/21/20). Data as of 9/30/19. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
2019
Forbes/SHOOK Top Women Wealth Advisors (4/30/19). Data as of 9/30/18. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Forbes/SHOOK Top Women Wealth Advisors (5/1/18). Data as of 9/30/17. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2017
Forbes/SHOOK Top Women Wealth Advisors (2/28/17). Data as of 9/30/16. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Next-Gen Wealth Advisors
2023
Forbes/SHOOK Top Next-Gen Wealth Advisors (8/8/23). Data as of 3/31/23. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2022
Forbes/SHOOK Top Next-Gen Wealth Advisors (8/3/22). Data as of 3/31/22. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Forbes/SHOOK Top Next-Gen Wealth Advisors (9/21/22). Data as of 3/31/21. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/22/20). Data as of 3/31/20. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2019
Forbes/SHOOK Top Next-Gen Wealth Advisors (6/25/19). Data as of 3/31/19. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/18). Data as of 3/31/18. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2017
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/17). Data as of 3/31/17. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials
Forbes/SHOOK Top Wealth Advisors Best-In State
2023
Forbes/SHOOK Top Wealth Advisors Best-In-State (4/4/23). Data as of 6/30/22. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2022
Forbes/SHOOK Best-In-State Wealth Advisors (4/7/22). Data as of 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Forbes/SHOOK Best-In-State Wealth Advisors (2/11/21). Data as of 6/30/20. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Forbes/SHOOK Best-In-State Wealth Advisors (1/6/20). Data as of 6/30/19. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2019
Forbes/SHOOK Best-In-State Wealth Advisors (2/20/19). Data as of 6/30/18. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Forbes/SHOOK Best-In-State Wealth Advisors (2/15/18). Data as of 6/30/17. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 100 Private Wealth Management Teams
2022
Barron’s Top 100 Private Wealth Management Teams (4/15/22). Data as of 12/31/21. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Barron’s Top 100 Private Wealth Management Teams (4/16/21). Data as of 12/31/20. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Barron’s Top 100 Private Wealth Management Teams (4/20/20). Data as of 12/31/19. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2019
Barron’s Top 100 Private Wealth Management Teams (4/22/19). Data as of 12/31/18. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced
Barron’s Top 100 Financial Advisors
2023
Barron’s Top 100 Financial Advisors (4/14/23). Data as of 12/31/22. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2022
Barron’s Top 100 Financial Advisors (4/15/22). Data as of 12/31/21. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Barron’s Top 100 Financial Advisors (4/16/21). Data as of 12/31/20. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced
2020
Barron’s Top 100 Financial Advisors (4/20/20). Data as of 12/31/19. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2019
Barron’s Top 100 Financial Advisors (4/22/19). Data as of 12/31/18. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Barron’s Top 100 Financial Advisors (4/21/18). Data as of 12/31/17. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2017
Barron’s Top 100 Financial Advisors (4/15/17). Data as of 12/31/16. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2016
Barron’s Top 100 Financial Advisors (4/16/16). Data as of 12/31/2015. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 100 Women Financial Advisors
2023
Barron’s Top Women Financial Advisors (6/16/23). Data as of 3/31/23. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2022
Barron’s Top Women Financial Advisors (6/17/22). Data as of 3/31/22. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2021
Barron’s Top Women Financial Advisors (6/18/21). Data as of 3/31/21. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2020
Barron’s Top Women Financial Advisors (7/17/20). Data as of 3/31/20. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Fee paid to publication for advertisement materials after rating announced.
2019
Barron’s Top 1,200 U.S. Financial Advisors (3/8/19). Data as of 9/30/18. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2018
Barron’s Top 1,200 U.S. Financial Advisors (3/8/18). Data as of 9/30/17. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
2017
Barron’s Top 1,200 U.S. Financial Advisors (3/15/17). Data as of 9/30/16. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced
2016
Barron’s Top 1,200 U.S. Financial Advisors (3/5/16). Data as of 9/30/2015. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
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