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.
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
Ranked #22, Barron’s Top 100 RIA Firms
Barron’s · September 2025
Named among Top Independent High-Net-Worth Advisors
InvestmentNews · July 2025
Ranked #20, Barron’s Top 100 RIA Firms
Barron’s · September 2024
Featured in CNN’s Best Financial Advisors
CNN · January 2024
Ranked #24, Barron’s Top 100 RIA Firms
Barron’s · September 2023
Ranked #18, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2023
Ranked #21, Barron’s Top 100 RIA Firms
Barron’s · September 2022
Ranked #18, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2022
Ranked #15, Barron’s Top 100 RIA Firms
Barron’s · September 2021
Ranked #15, Financial Advisor’s RIA Ranking
Financial Advisor Magazine · July 2021
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
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
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
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.