America’s Top 1,200 Financial Advisors
Ranked by Barron’s • 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
Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The factors included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice and questionnaires filled out by the advisors. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities in each of the years. This ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. SPC Financial® does not pay a fee in exchange for this ranking. Barron's is not affiliated with SPC Financial®. Additional information on the 2022 advisor ranking can be found at https://www.barrons.com/articles/top-1200-financial-advisors-america-51646955438. Additional information on the 2021 advisor ranking can be found at https://www.barrons.com/articles/americas-top-1-200-financial-advisors-our-annual-state-by-state-listing-51615582800. Additional information on the 2020 advisor ranking can be found at https://www.barrons.com/articles/americas-top-1-200-financial-advisors-our-annual-state-by-state-listing-51583945073. Additional information on the 2019 advisor ranking can be found at https://www.barrons.com/articles/top-1200-financial-advisors-america-51552077917. Additional information on the 2018 advisor ranking can be found at https://www.barrons.com/articles/americas-top-1-200-financial-advisors-1520651090. Additional information on the 2017 advisor ranking can be found at https://www.barrons.com/articles/barrons-top-1-200-financial-advisors-1488608821. Additional information on the 2016 advisor ranking can be found at https://www.barrons.com/articles/top-1-200-financial-advisors-1457159937. Additional information on the 2015 advisor ranking can be found at https://www.barrons.com/advisor/report/top-financial-advisors/1000/2015. Additional information on the 2014 advisor ranking can be found at https://www.barrons.com/articles/americas-top-1-200-financial-advisors-1393056578.