*Forbes America's Top Wealth Advisors, 2018–2020 *Forbes Best-in-State Wealth Advisors, 2018–2020 *Barron's Top 1,200 Financial Advisors, 2014–2020 *Barron's Top 1,000 Financial Advisors, 2008–2013 *Financial Times Top 400 Financial Advisors, 2015