Forbes' Top Wealth Advisors1
2016, 2017, 2018, 2019, 2020, 2021, 2023, 2025, 2026
Forbes' Best-In-State Wealth Advisors2
2018, 2019, 2020, 2021, 2022, 2023, 2025, 2026
Forbes' Top Women Wealth Advisors Best-In-State3
2022, 2023, 2024, 2025, 2026
Forbes' Top Next-Gen Wealth Advisors4
2026
Washington Business Journal — Best Places to Work5
2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
Barron's Top 100 Independent Advisors
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
Barron's Top 1200 Advisors by State
2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Forbes' America's Top 250 Financial Advisors
2016, 2020, 2021, 2023
Northern Virginia Magazine — Top Financial Professionals
2025
The Washingtonian - D.C.'s Best Financial Advisors6
2026
1. This Rating is provided on April 7, 2026 by Forbes. It covers the period of July 1, 2024 to June 30, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 America’s Top Wealth Advisors.
2. This Rating is provided on April 7, 2026 by Forbes. It covers the period of July 1, 2024 to June 30, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 Best-In-State Wealth Advisors.
3. This Rating is provided on February 4, 2026 by Forbes. It covers the period of January 1 to December 31, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 Top Women Wealth Advisors Best-In-State.
4. This Rating is provided on August 11, 2026 by Forbes. It covers the data as of March 31, 2026. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2026 Top Next-Gen Wealth Advisors.
5. This Rating is provided on March 2, 2026 by Washington Business Journal. It covers the period of January 1, 2025 to December 31, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit BizJournals Best Place to Work.
6. This Rating is provided on February 13, 2026 by Washingtonian. It covers the period of January 1, 2025 to December 31, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Washingtonian Best Financial Advisers.
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