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We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities. Barron’s has named us the #1 independent financial advisory firm in the nation. Awarded each September (2018 – 2021) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.
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Number 1 independent financial advisory firm in the nation.

Awarded September 2021 based on data 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.
Our Services
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Our experienced team of fee-only WEALTH PLANNERS provides straightforward advice with your values and goals in mind.
They don’t earn commissions for the products and services they recommend. We are a fiduciary. We do what’s right for you – always. We are your financial advocate, and we always put your interests above all others.
1.3M
Clients*
1.33 million clients*
35
Years of experience
35 years of experience
275B
In client assets*
291 Billion in client assets*
340
Financial Planners*
340 Financial Planners**
145
+Offices Nationwide*
150+ offices worldwide**
*Date of March 31, 2022
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