Award Details & Methodology
Please see the breakdown & methodology for the awards JICO is recognized for*
100 Advisors to Watch – RIA (David Peltz), 2025 – AdvisorHub (data as of 12/31/2024)
Top 100 RIA Firms, 2025 – Barron’s (data as of 6/30/2025)
Top RIAs, 2025 – Financial Advisor (data as of 12/31/2024)
Top Firms by AUM, 2025 – Accounting Today (data as of 3/31/25)
Notable Leaders in Finance (David Peltz) – Crain’s New York Business (data as of 12/31/2023)
*Unless otherwise noted, the “data as of” is consistent for prior years of recognition (i.e. 3/31/2025 was as of 3/31/2024 in the prior year)