Awards and Designations

2023 Financial Advisor Magazine’s annual RIA ranking and survey. Created by Financial Advisor Magazine. Presented in August 2023 based on data gathered in the last two years. 521 firms were considered, 500 firms were recognized. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

2022 Five Star Wealth Manager Award. Created by Five Star Professional. Presented in November 2022 based on data gathered within 12 months preceding the issue date. 2,950 Connecticut-area advisors were considered, 289 (9% of candidates) advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

2021 RIA Survey & Ranking. Created by Financial Advisor Magazine. Presented in July/Aug 2021 for the preceding 12 months.  Survey ranks firms solely on assets under management (“AUM”) compiling a list of 607 firms. Firms pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

2022 Top 50 Fastest Growing RIAs. Created by Financial Advisor Magazine. Presented in July/Aug 2022 based on data gathered in the last two years. 534 firms were considered, 50 firms were recognized. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

2014-2022 Women’s Choice Award, created by Women Certified Inc. The 2022 award was presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here https://womenschoiceaward.com/financial-advisors for more award information.

2016 Financial Times 300 Top Financial Advisers. Created by Ignites Research. Presented in Oct 2016 for the past 12 months. 520 Advisors were considered, 300 advisors (58% of candidates) were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.ft.com.

2019 Investment News Best Place to Work. Created by Investment News. This award is based on employer and employee surveys covering company culture, benefits, career path, and more. Not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information, please visit https://www.investmentnews.com/.