2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). Fee paid for use of marketing materials. View Award Disclosures
Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures. See full list of winners: Forbes award page