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:

  • 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.

Forbes

Top RIA Firms

2022

Barron's

Top 100 RIA Firms

2017-2022

Accounting Today

Top Firms by AUM

2015-2022

Financial Advisor

Top RIAs

2015-2022

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

Forbes

Best in State Wealth Advisors

2017-2021

Experienced Professionals

Helping clients realize their dreams through objectivity and personal accountability.