Award Details & Methology
100 Advisors to Watch – RIA (David Peltz), 2024 – AdvisorHub (data as of 12/31/2023)
Top Firms by AUM, 2024 – Accounting Today (data as of 3/31/24)
Top 100 RIA Firms, 2024 – Barron’s (data as of 6/30/2024)
Notable Leaders in Finance (David Peltz) – Crain’s New York Business (data as of 12/31/2023)
Top RIA Firms, 2024 – Forbes (data as of 3/31/2024)
Best-In-State Wealth Advisors (David Peltz, Hannah Woolley, Joshua Peltz, Zachary McGill- NYC), 2024 – Forbes (data as of 6/30/2023)
Top Women Wealth Advisors Best-In-State (Hannah Woolley – NYC), 2024 – Forbes (data as of Data as of 9/30/2023)
Top Next-Gen Wealth Advisors Best-In-State (Hannah Woolley, NYC), 2024 – Forbes (data as of 03/31/2024)
Top RIAs, 2024 – Financial Advisor (data as of 12/31/2023)
Top Next-Gen Wealth Advisors Best-In-State (Hannah Woolley & Zachary McGill, NYC), 2023 – Forbes (data as of 3/31/2023)