Awards for Walnut Creek Team

  1. Awarded 6/17/26 for the ranking year 2026.
  2. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  3. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
  4. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  5. Awarded 2/11/25 for the time period of 9/30/23 to 9/30/24.
  6. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  7. Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
  8. Awarded on 3/22/2018 for the time period of 1/1/2015 - 6/30/2017. The FT 400 Top Financial Advisers ranking was discontinued in 2021.
  9. Awarded on 3/30/2017 for the time period of 1/1/2014 - 9/30/2016. The FT 400 Top Financial Advisers ranking was discontinued in 2021.