RECOGNITION

We are grateful to be recognized by a variety of third-party organizations and industry publications. BBR does not pursue paid placements or purchasable rankings. The recognitions below are based on independent editorial and data-driven evaluations, with the date and source provided for each entry.

2026

Ranked #25, Barron’s Top 100 RIA Firms
Barron’s · September 2026

Ranked #20, Financial Advisor’s Top RIAs
Financial Advisor Magazine · July 2026

Michael Darosa and Ella Lund-Simon Recognized with the Alliance Young Professionals Award
The Family Wealth Alliance · July 2026

Named to CNBC’s Elite Advisors List
CNBC · June 2026

Named to the RIA Edge 100
WealthManagement.com · February 2026

2025

Ranked #22, Barron’s Top 100 RIA Firms
Barron’s · September 2025

Named among Top Independent High-Net-Worth Advisors
InvestmentNews · July 2025

2024

Ranked #20, Barron’s Top 100 RIA Firms
Barron’s · September 2024

Featured in CNN’s Best Financial Advisors
CNN · January 2024

2023

Ranked #24, Barron’s Top 100 RIA Firms
Barron’s · September 2023

Ranked #18, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2023

2022

Ranked #21, Barron’s Top 100 RIA Firms
Barron’s · September 2022

Ranked #18, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2022

2021

Ranked #15, Barron’s Top 100 RIA Firms
Barron’s · September 2021

Ranked #15, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2021

2020

Crain’s Notable Women in Financial Advice (Stephanie Gromek)
Crain’s · December 2020

Ranked #8, Caproasia’s Top 10 Largest Multi-Family Offices in the World
Caproasia · November 2020

Ranked #13, Barron’s Top 100 RIA Firms
Barron’s · September 2020

Ranked #14, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · August 2020

2019

Ranked #8, Barron’s Top 50 RIA Firms
Barron’s · September 2019

Ranked #2, Financial Advisor’s Top 10 Northeast RIAs With Most Assets
Financial Advisor Magazine · August 2019

Ranked #14, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2019

2018

Ranked #2, InvestmentNews Success Stories: Northeast
InvestmentNews · December 2018

Large Multifamily Office (Executive) Award, Family Wealth Alliance Best in Industry Awards
The Family Wealth Alliance · October 2018

Barron’s Top 40 Wealth Management Companies
Barron’s · September 2018

Ranked #8, Barron’s Top 40 Independent Financial Advisors
Barron’s · September 2018

Ranked #16, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2018

2017

Ranked #8, Barron’s Top 30 Independent Financial Advisors
Barron’s · September 2017

Ranked #14, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2017

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.