Barron’s

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.