Awards for John Patterson

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

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.

2023

Barron’s Top 1,200 Financial Advisors (2023)

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 3/15/23 for the one-year period ending September 30th of the previous year.

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.

2022

Barron’s Top 1,200 Financial Advisors (2022)

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 3/11/22 for the one-year period ending September 30th of the previous year.

  1. Awarded 3/10/25 for the period of 9/30/23-9/30/24.
  2. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  3. 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.
  4. 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.
  5. 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 3/15/23 for the one-year period ending September 30th of the previous year.
  6. 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.
  7. 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 3/11/22 for the one-year period ending September 30th of the previous year.