InvestmentNews Top Advisors 2025. Individuals are ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through the submitter’s compliance department. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Additional fees may apply to purchase marketing material.2024 Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2025 The Best of the City issued by Modern Luxury DC. Online survey to readers to vote in a variety of categories. Editorial team tallies the votes and makes final decision over the results. This award seeks positive votes, however, members of the public may provide any feedback to the publication. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Best Places to Work in for Financial Advisors 2026. Best Places to Work for Financial Advisors in the USA presented by InvestmentNews. InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2026 Washington, DC’s Best Financial Advisers issued by Washingtonian. To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Investment News invited wealth professionals from across the country to nominate their most exceptional leaders for the Hot List. Investment News narrowed the list down to 100 whose contributions have helped shape the wealth industry and who support underserved groups and the next generation of wealth professionals over the past 12 months. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
