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Awards & Accolades

We’re proud to be recognized by clients, industry peers and the media for our excellence.

Awards and Accolades are not indicative of future performance and may not be representative of any one client’s experience. Learn more about our team’s qualifications on our credentials page.

Firm Awards

Barron’s

Barron’s: Top 100 RIA Firms

Wealth Enhancement Advisory Services: 2025, 2024, 2023, 2022, 2021, 2020, 2019

Awarded on 9/12/2025 (Mega RIA), 9/16/2024 (Mega RIA), 9/15/2023, 9/19/2022, 9/20/2021, 9/11/2020, and 9/9/2019. Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year.

Forbes

Forbes: America’s Top RIA Firms

Wealth Enhancement Advisory Services: 2025, 2024, 2023, 2022

Awarded in October of the ranking year based on qualitative and quantitative criteria developed by SHOOK Research.

USA Today

USA Today: Best Financial Advisory Firms

Wealth Enhancement Advisory Services: 2026, 2025, 2024

Awarded April of the ranking year for the five-year period ending January of the ranking year.

Newsweek

Newsweek: America’s Top Financial Advisory Firms

Wealth Enhancement Advisory Services: 2026

Awarded 11/14/25 for the ranking year 2026.

Financial Advisor Magazine

Financial Advisor Magazine: America’s Top RIA Firms

Wealth Enhancement Advisory Services: 2025

Awarded 7/11/25 for the ranking year 2025.

AdvisorHub

AdvisorHub: 50 RIA Firms to Watch

Wealth Enhancement Advisory Services: 2026

Awarded 12/8/25 for the ranking year 2026.

Citywire

Citywire: Fastest Growers in America, 2025

Awarded 8/11/25 for the ranking year 2025.

Comparison Adviser

Comparison Adviser: Top 10 Financial Advisor Firms in the U.S.

Wealth Enhancement Advisory Services: 2025

Awarded 3/17/25 for the ranking year 2025.

Minneapolis/St. Paul Magazine

Minneapolis/St. Paul: Best of the Twin Cities: 2026

Awarded 4/26/2026 for the ranking year 2026.

Advisor Awards

AdvisorHub

AdvisorHub: Advisors to Watch

50 Next Gen Advisors to Watch

50 Solo Advisors to Watch

100 Next Gen Advisors to Watch

100 Solo Advisors to Watch

100 Women Advisors to Watch

200 Advisors to Watch – Over $1B

250 Advisors to Watch – Over $1B

250 RIAs to Watch

400 Advisors to Watch – Under $1B

Awarded 6/16/26 for the period from June 2026-June 2027. Data used from 12/31/2025 and 12/31/2024.

Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/24 and 12/31/23.

Awarded 6/20/24 for the period from June 2024-June 2025. Data is used from 12/31/23 and 12/31/22.

Barron’s

Barron’s: Top 1,500 Financial Advisors

Awarded 3/20/26 for the period of 9/30/24-9/30/25.

Barron’s: Top 1,200 Financial Advisors

Awarded in March based on the 12-month period ending September 30 of the previous year.

Best of Arlington

Best of Arlington: Best Financial Planner

Awarded 1/1/25 for the ranking year 2025.

Best of the Tri-State

Best of the Tri State: Best Financial Planner

Awarded 4/1/25 for the ranking year 2025.

Forbes

Forbes Best-In-State Wealth Advisors

Awarded in April based on the 12-month period ending June 30 of the previous year.

Forbes Top Women Wealth Advisors Best-In-State

Awarded in February based on the 12-month period ending September 30 of the previous year.

Forbes Best-in-State Next-Gen Wealth Advisors

Awarded in August based on the 12-month period ending March 31 of the previous year.

InvestmentNews

InvestmentNews: 5-Star Wealth Management Teams

Awarded in May based on the ranking year.

InvestmentNews: 5-Star Financial Planners

Awarded 4/23/26 for the ranking year 2026.

InvestmentNews: Top Financial Professionals

Awarded 2/25/26 for the ranking year 2026.

InvestmentNews: Hot List

Awarded 11/11/25 for the ranking year 2025.

InvestmentNews: Rising Stars

Awarded 9/16/25 for the ranking year 2025.

InvestmentNews: $100M Club: Top Female Advisors

Awarded 6/17/26 for the ranking year 2026.

InvestmentNews: Women to Watch - Financial Literacy Champion

Awarded 8/4/25 for the ranking year 2025.

InvestmentNews: Best Independent Advisors

Awarded on 6/9/25 for the ranking year 2025.

InvestmentNews: Top Advisors

Awarded on 2/10/2025 for the ranking year 2025.

MarketsGroup

MarketsGroup: Elite Private Wealth CIOs

Awarded 2/3/26 for the ranking year 2026.

NAIFA Georgia

NAIFA Georgia: Top Advisors Under 40

Awarded May of the ranking year for the ranking year.

NAIFA Georgia: Top Women Advisors

Awarded 3/21/2025 for the ranking year 2025.

NJBIZ

NJBIZ: Best Places to Work

Awarded 9/26/25 for the one-year period of September 2025-September 2026.

NJBIZ: Forty Under 40

Awarded 9/16/2025 for the ranking year 2025.

Northern Virginia Magazine

Northern Virginia Magazine: Top Financial Professionals

Awarded September 2025 for the ranking year 2025.

Los Angeles Business Journal

Los Angeles Business Journal: Money Management Firms

Awarded 6/16/25 for the period June 2025 through June 2026.

San Diego Business Journal

San Diego Business Journal: Most Influential People

Awarded 11/24/25 for the year 2025.

Texas Exes

Texas Exes: Longhorn 100

Awarded 1/27/25 for the ranking year 2025.

The Washingtonian

The Washingtonian: Top Financial Advisor

Awarded 1/1/25 for the ranking year 2025.

The Washingtonian: Best Financial Advisers

Awarded February 2025 for the ranking year 2025.

ThinkAdvisor

ThinkAdvisor: M&A Leader of the Year – Finalist

ThinkAdvisor: Thought Leader of the Year

Awarded 12/5/25 for the ranking year 2025.

Twin Cities Business

Twin Cities Business: Notable Women in Banking & Finance

Awarded 4/1/26 for the ranking year 2026.

Wealth Management

Wealth Management: M&A Leader of the Year – Finalist

Women We Admire

Women We Admire: Top 50 Leaders in Finance

Awarded in February based on the ranking year.

Women We Admire: Top 50 Leaders in Investment Management

Awarded in August based on the ranking year.

Vistage

Vistage: Speaker Top Performer

Awarded March 2026 for the ranking year 2025.