Awards & Accolades


Forbes’- Top 100 Wealth Advisors

2017, 2018, and 2019

Barron's- Top 100 Independent Advisors

2015, 2017, and 2018

Forbes'- America's Top 200 Financial Advisors

2016

Washington Business Journal- Best Places to Work

2019

Financial Times- Top 300 Advisors

2015, 2017, and 2019

Forbes'- Best-In-State Wealth Advisors

2018 and 2019

Barron’s- Top 1200 Advisor by State

2018

Barron's- America's Top 1,200 Financial Advisors

2014, 2015, and 2016

Forbes'- America's Top Next Generation Wealth Advisors

2018 and 2019