Awards for Carroll Team

2024

Barron’s Top 1,200 Financial Advisors (2024)

The Barron’s Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 3/14/24 for the one-year period ending September 30th of the previous year.

2023

Five Star Wealth Manager (2023)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.

2023

Forbes Best-In-State Wealth Advisors (2023)

The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.

2022

Five Star Wealth Manager (2022)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 8/01/22 for the period of 10/11/21 - 4/22/22.

2022

Forbes Best-In-State Wealth Advisors (2022)

The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded 4/07/22 for the period of 6/30/20 - 6/30/21.

2021

Five Star Wealth Manager (2021)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 8/01/21 for the period of 10/05/20 - 4/30/21.

2020

Five Star Wealth Manager (2020)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers. Awarded 8/01/20 for the period of 10/28/19 - 5/08/20.

2019

Five Star Wealth Manager (2019)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 FIVE STAR Wealth Managers. Awarded 8/01/19 for the period of 10/22/18 - 5/24/19.

2018

Five Star Wealth Manager (2018)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 FIVE STAR Wealth Managers. Awarded 8/01/18 for the period of 11/22/17 - 5/25/18.

  1. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  2. Awarded 6/17/26 for the ranking year 2026.
  3. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  4. Awarded 3/20/26 for the time period of 9/30/24-9/30/25.
  5. Awarded 8/6/25 for the period 3/31/24-3/31/25.
  6. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  7. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  8. Awarded 3/10/25 for the period of 9/30/23-9/30/24.
  9. Awarded 8/8/2024 for the time period of 12/31/22 - 12/31/23.
  10. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  11. The Barron’s Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 3/14/24 for the one-year period ending September 30th of the previous year.
  12. Published on 8/8/2023. Data provided by SHOOK® research, LLC. Data as of 3/31/23 SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor.
  13. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.
  14. The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.
  15. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 8/01/22 for the period of 10/11/21 - 4/22/22.
  16. The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded 4/07/22 for the period of 6/30/20 - 6/30/21.
  17. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 8/01/21 for the period of 10/05/20 - 4/30/21.
  18. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers. Awarded 8/01/20 for the period of 10/28/19 - 5/08/20.
  19. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 FIVE STAR Wealth Managers. Awarded 8/01/19 for the period of 10/22/18 - 5/24/19.
  20. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 FIVE STAR Wealth Managers. Awarded 8/01/18 for the period of 11/22/17 - 5/25/18.