Forbes
Accolade: Best-In-State Wealth Advisors (2021, 2022, 2023, 2024, 2025)
Disclosures: Awarded each April, based on data from a 12-month period through June 30. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, 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. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Accolade: Top Next-Gen Wealth Advisors (2020)
Disclosures: Awarded each August, based on data from a 12-month period through March 31. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, 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. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
AdvisorHub
Accolade: Advisors to Watch: Top 250 RIAs (2025)
Disclosures: This award was given on 06/17/2025. The Advisors to Watch ranks advisors on the basis of 1) scale and quality of practice, 2) year over year growth, and 3) overall professionalism. Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Participation in this ranking is open to any firm or advisor and there are no fees for participation. This award is sponsored by Charles Schwab. The sponsorship has no bearing on the rankings or methodology.
Accolade: Advisors to Watch: 200 Fast Growing Advisors to Watch (2023)
Disclosures: Based on year-end data for 2021 & 2022. This award was given on 06/20/2023. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years of experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors. This award is sponsored by Charles Schwab. The sponsorship has no bearing on the rankings or methodology.
Accolade: Advisors to Watch: 200 Fast Growing Advisors to Watch (2022)
Disclosures: Ranking based on AUM, Size of Team, and Revenue for 2020 & 2021; regulatory record & charitable involvement as of 07/29/2022. This award was given on 09/26/2022. Advisors were ranked on a combination of size/quality of practice, growth of practice and character and professionalism. Growth and quality of practice accounted for the majority of the final score. Basic Requirements: A) 7 years of experience; B) A clean regulatory record (3 or fewer complaints with no significant judgements); C) Advisor has been with the firm since 1/1/2020 and is in good standing; D) AUM is above $100m. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors. This award is sponsored by BNY Mellon | Pershing.