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:
- 100 RIAs to Watch (David Peltz), 2023 – AdvisorHub
- Top Firms by AUM, 2023 – Accounting Today
- Best-In-State Wealth Advisors (David Peltz, Hannah Woolley, Joshua Peltz, Zachary McGill- NYC), 2023 – Forbes
- Top Women Wealth Advisors Best-In-State (Hannah Woolley – NYC), 2023 – Forbes
- Top Next-Gen Wealth Advisors Best-In-State (Hannah Woolley & Zachary McGill, NYC), 2023 – Forbes
- Top RIAs, 2023 – Financial Advisor
- Top 100 RIA Firms, 2023 – Barron’s
- Top RIA Firms, 2023 – Forbes
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.
Barron's
Top 100 RIA Firms
2020-2023
AdvisorHub
100 RIAs to Watch
2023
Forbes
Best-In-State Wealth Advisors (NYC)
2023
Forbes
Top Women Wealth Advisors Best-In-State
2023
Forbes
Top Next-Gen Wealth Advisors Best-In-State
2023
Accounting Today
Top Firms by AUM
2015-2023
Financial Advisor
Top RIAs
2010-2023
Forbes
Top RIA Firms
2022-2023
Forbes
Best in State Wealth Advisors
2017-2021
wmriaedge.com
Fastest Growing RIAs in New York
2022
advisoryhq.com
Top Financial Advisors
2016-2020
Financial Planning
RIA Leaders Top 150 RIA Firms
2021
Financial Times
Top 300 RIAs
2016-2020
Experienced Professionals
Helping clients realize their dreams through objectivity and personal accountability.