Recent Accolades

CNBC
CNBC FA 100
2022
Family Wealth Alliance
Family Wealth Alliance 2022 Young Professionals Award
2022
Forbes
America’s Top RIA Firms
2022
Top 100 RIA Firms
2022
Top Women Financial Advisors
2022
Leaders of Influence: Wealth Management
2022
Forbes Top Next-Gen Advisors
2021
Top 100 RIA Firms
2021
B Corp Best for the World: Governance
2021
RIA Survey & Ranking
2020
FT 300: Top 300 RIAs
2020
Top Women Financial Advisors
2020
Forbes
Top Women Wealth Advisors
2020
Top Advisor Rankings By State
2020
Forbes
Best-In-State Wealth Advisors
2020
Top 50 RIA Firms
2019
Top Independent Advisors
2019
Forbes
Top Wealth Advisors
2019
B Corp Best for the World: Changemakers
2019
B Corp Best for the World: Customers
2019
B Corp Best for the World: Governance
2019
B Corp Best for the World: Workers
2019
Forbes
Best-in-State Next-Gen Wealth Advisors
2019
Top 100 Women Financial Advisors
2019
Forbes
Top Women Wealth Advisors
2019
Barron's
Top Advisor Rankings by State
2018
Barron's
Top Advisor Rankings State-by-State
2019
Forbes
Best-In-State Wealth Advisors
2019
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