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 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 – Crain’s New York Business (data as of 12/31/2023)
• Notable Leaders in Finance (David Peltz), 2024 – Forbes (data as of 9/30/2023)
• Top Next-Gen Wealth Advisors Best-In-State (Hannah Woolley & Zachary McGill, NYC), 2023 – Forbes (data as of 12/31/2022)
• 100 Advisors to Watch – RIA (David Peltz), 2023 – AdvisorHub (data as of 12/31/2022)
• Top RIAs, 2023 – Financial Advisor (data as of 12/31/2023)
• Top 100 RIA Firms, 2023 – Barron’s (data as of 6/30/2023)
• Top RIA Firms, 2023 – Forbes (data as of 3/31/2023)

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.