We have a long history of recognition as a leading
independent financial planner.
We are proud to be recognized by leading financial publications for our work. Our most recent recognition and awards include:
- Top Women Wealth Advisors Best-In-State (Hannah Woolley – NYC), 2023 – Forbes
- Top RIA Firms, 2022 – Forbes
- Top 100 RIA Firms, 2022 – Barron’s
- Top Firms by AUM, 2022 – Accounting Today
- Top RIAs, 2022 – Financial Advisor
We are honored to have earned a place among such esteemed company, and we are grateful to our clients for their continued trust and partnership.
Top Women Wealth Advisors Best-In-State
Top RIA Firms
Top 100 RIA Firms
Top Firms by AUM
Best in State Wealth Advisors
Fastest Growing RIAs in New York
Top Financial Advisors
RIA Leaders Top 150 RIA Firms
Top 300 RIAs
Helping clients realize their dreams through objectivity and personal accountability.