America’s Top 250 Wealth Advisors

Ranked by Forbes • 2018, 2017

Recognized among "Top 250 Wealth Advisors" nationally

America’s Top 1,200 Financial Advisors

Ranked by Barron’s • March: 2018, 2017; 2016; February: 2015, 2014

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

FT 400 "Top Financial Advisors"

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

Recognized as one of the Top 400 Investment Advisors nationally

Best-In-State - Wealth Advisors

Ranked by Forbes • 2018

Recognized as Maryland's 6th "Best-In-State Advisor"

America's Top 200 Wealth Advisors

Ranked by Forbes • 2016

Recognized as one of Forbes 2016 Top 200 Wealth Advisors nationally

Top 1,000 Advisors

Ranked by Barron’s • February: 2013, 2012

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

Top 100 Independent Financial Advisors, within the country

Ranked by Barron’s • 2013 (August)

Among one of three Independent Financial Advisors recognized within the State of Maryland

Top 100 Independent Wealth Advisors

Ranked by Barron’s • 2012 (August)

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