From Success Comes Complexity.
From Clarity Comes Confidence.

*2025 Top 250 Private Wealth Management Teams issued by Barron’s. Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*Forbes America's Top RIA, also referred to as "Forbes Top RIA Firms," is b yearly list issued by Forbes and developed by SHOOK Research. Data provided by SHOOK® Research, LLC. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings, and a ranking algorithm that includes: a measure of each firm's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Basic requirements are a minimum of seven (7) years as an advisor for one (1) partner/principal, fully operational as a practice for a minimum of one (1) year, must incorporate a fiduciary model, completion of online survey and interview with SHOOK, evaluations focused on wealth management. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Advisory services offered through [RIA name], a registered investment adviser.