NEWS - Awards and Rankings

Industry recognition runs deep.

We take pride in this recognition as an acknowledgment of the dedication of our staff and the trust our clients instill in us every day.

  • Ranked #7 in Top 50 Leaders
    Financial Planning Magazine - January 1, 2012

  • Ranked #9 in "The RIA Giants"
    InvestmentNews - October 10, 2011

  • Family Wealth Alliance's Growth Leadership Award for Firms over $5 Billion
    September 27, 2011

  • Wealth Management Investment Award from the Young Jewish Professionals
    February 23, 2011

  • Family Wealth Alliance's Leadership Award for Top Independent Competitor
    November 13, 2010

  • Ranked #4 in "Top Wealth Managers"
    Wealth Manager Magazine - July 1, 2009

  • Ranked Among "40minus Leaders" by the Family Wealth Alliance
    March 1, 2009

  • Ranked in "250 Top Financial Advisors"
    Worth Magazine - October 1, 2008

  • Ranked #12 in "2008 Registered Investment Advisors"
    Financial Advisor Magazine - July 15, 2008

  • Ranked #3 in "2008 Top Dogs"
    Wealth Manager Magazine - July 1, 2008

  • Ranked #20 in "Top 50 Registered Investment Advisories"
    Registered Rep Magazine - March 1, 2008

  • Ranked Among "Top Advisers Under 40" by Reuters Advice Point
    March 1, 2008

  • Ranked Among "Top Advisers with CFA Designation" by Reuters Advice Point
    March 1, 2008

  • Ranked #1 in Assets Per Client and #9 in Overall Growth in "Second Annual RIA Survey"
    Financial Advisor Magazine - July 1, 2007

  • Ranked #4 in "2007 Top Dogs"
    Wealth Manager Magazine - July 1, 2007

  • Ranked #6 in "Top Wealth Managers"
    Wealth Manager Magazine - July 1, 2006

  • Listed in Bloomberg Wealth Manager's Special Report on Multi-Family Offices
    Bloomberg Wealth Manager Magazine - September 1, 2005

  • Ranked #5 in Bloomberg's "Top Wealth Managers"
    Bloomberg Wealth Manager Magazine - July 1, 2005

  • Ranked Among "Top Financial Advisors"
    Worth Magazine - October 1, 2004

  • Listed in Bloomberg Wealth Manager's Special Report on Multi-Family Offices
    Bloomberg Wealth Manager Magazine - September 1, 2004

  • Ranked #2 in Bloomberg's "Top Wealth Managers"
    Bloomberg Wealth Manager Magazine - July 1, 2004

  • Ranked #1 in Bloomberg's "Top Wealth Managers"
    Bloomberg Wealth Manager Magazine - July 1, 2003

  • Ranked #2 in Bloomberg's "Top Wealth Managers"
    Bloomberg Wealth Manager Magazine - July 1, 2002

  • Ranked #2 in Bloomberg's "Top Wealth Managers"
    Bloomberg Wealth Manager Magazine - July 1, 2001