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Number 1 independent financial advisory firm in the nation.
Awarded each September (2018 - 2021) based on date within a 12-month period. Compensation paid for use and distribution of rating.
Top U.S. registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
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1.3M
Clients1
1Data as of March 31, 2022
35
Years of experience
1Data as of March 31, 2022
241B
In client assets1
1Data as of June 30, 2022
340
Financial Planners2
2Data as of Dec. 31, 2021
145
+Offices Nationwide1
1Data as of September 30, 2021
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