Awards / Recognitions

Disclosures:

*The AdvisorHub Advisors to Watch rankings are created by AdvisorHub.  Participation is open to all firms and advisors.  1,219 nominations were received and considered for the award.  The Advisors to Watch ranking uses three main criteria in its methodology:  1) Scale:  Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth:  The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity.  Advisors must meet the following minimum criteria:  7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM.  The subcategories the advisors may qualify for include:  50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch.  There is no sales requirement nor any client consultation for the award.  The representative applied for the award but no fee was paid to be considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

*Retirement Planning Award 2023, from Wealth and Finance International includes the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who help bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. All organizations are assessed based on the merit of their endeavors, the overall strength of their entry, and have evidence of recent accomplishments to convince our in-house research team that they are worthy. A combination of primary and secondary research techniques to acquire both qualitative and quantitative data depending on its relevance to the program and be able to demonstrate expertise in a given area, dedication to client fulfilment, noteworthy performance or commitment to innovation. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results

*Washingtonian – Top Wealth Advisors. The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* "TOP" category recognition is a creation of Tysons Premier Magazine/VivaTysons.com in collaboration with various businesses, to generate advertising revenue and to promote and showcase area businesses. The "TOP category" is not an endorsement nor a representation of an award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

*Financial Advisor of the Year- Virginia Region 2014, 2015- Awarded by Capital One Investing to the top financial professional, out of a group of 20, based on revenue generated and a clean compliance record. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.