FA’s RIA Ranking

Ranked by FA Magazine • 2023, 2022, 2020

Ranked by FA Magazine

Top 100 Independent Financial Advisors

Ranked by Barron’s • 2023, 2022, 2021, 2020, 2019, 2013, 2012

Among Barron's Best Independent Financial Advisors, recognized within the State of Maryland

America’s Top 1,200 Financial Advisors

Ranked by Barron’s • 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014

Recognized as one of America’s leading Financial Advisors, ranking among Maryland’s Top 10 Financial Advisors

FT 300 Top Registered Investment Advisors

Ranked by Financial Times • 2020

Recognized as one of the Top 300 Registered Investment Advisors in the country

FT 400 Top Financial Advisors

Ranked by Financial Times • 2019, 2018, 2017, 2016, 2015, 2013

Recognized as one of the Top 400 Investment Advisers nationally

Top 1,000 Advisors

Ranked by Barron’s • 2013, 2012

Recognized as ranking 6th within the state of Maryland among Barron’s “Top 1,000 Advisors”

Top 100 Independent Wealth Advisors

Ranked by Barron’s • 2012 (August)

Among 17 new national members, ranking 2nd within the state of Maryland