Top 100 Independent Financial Advisors

Ranked by Barron’s • 2019 (September), 2013 (August)

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

Best-In-State - Wealth Advisors

Ranked by Forbes • 2019, 2018

Recognized as Maryland's 5th (2019) and 6th (2018) "Best-In-State Advisor"

FT 400 "Top Financial Advisers"

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

Recognized as one of the Top 400 Investment Advisers nationally

America’s Top 1,200 Financial Advisors

Ranked by Barron’s • 2019; March: 2018, 2017; 2016; February: 2015, 2014

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

America’s Top 250 Wealth Advisors

Ranked by Forbes • 2018, 2017

Recognized among "Top 250 Wealth Advisors" nationally

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 Wealth Advisors

Ranked by Barron’s • 2012 (August)

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