AWARDS

We have a long history of recognition as a leading
independent financial planner.

Industry Recognition

We are proud to be recognized by leading financial publications for our work. Our most recent recognition and awards include:

Barron's

Top 100 RIA Firms

2020-2023

AdvisorHub

100 Advisors to Watch - RIA

2023-2024

Crain's New York Business

Notable Leaders in Finance

2024

Forbes

Best-In-State Wealth Advisors (NYC)

2023-2024

Forbes

Top Women Wealth Advisors Best-In-State

2023-2024

Forbes

Top Next-Gen Wealth Advisors Best-In-State

2023-2024

Accounting Today

Top Firms by AUM

2015-2024

Financial Advisor

Top RIAs

2010-2024

Forbes

Top RIA Firms

2022-2023

wmriaedge.com

Fastest Growing RIAs in New York

2022

Forbes

Best in State Wealth Advisors

2017-2021

advisoryhq.com

Top Financial Advisors

2016-2020

Financial Planning

RIA Leaders Top 150 RIA Firms

2021

Financial Times

Top 300 RIAs

2016-2020

Award Details & Methology

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

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Experienced Professionals

Helping clients realize their dreams through objectivity and personal accountability.