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Recognition – Barron’s America’s Top Financial Advisors

Barron’s America’s Top 1,000 Financial Advisors – 2017

Ranked NumberĀ 5 in Virginia and Number 1 in Richmond

 

Barron’s America’s 1,200 Top Financial Advisors – 2016

 

Barron’s America’s Top Financial Advisors in Virginia – 2016

Ranked Number 6 – See the List

 

 

Barron’s America’s Top 1,200 Financial Advisors – 2015


Barron’s America’s Top 1,200 Financial Advisors – 2014

Barron’s America’s Top Financial Advisors – 2013

 

Barron’s America’s Top 1,200 Financial Advisors – 2012

Barron’s America’s Top 1,000 Financial Advisors – 2011

 

Barron’s America’s Top 1,000 Financial Advisors – 2010

Barron’s America’s 1,000 Top Financial Advisors – 2009

 

Barron’s America’s Top 1,000 Financial Advisors – 2008

Barron’s America’s Top 1,000 Financial Advisors – 2007

 

Barron’s America’s Top Financial Advisors – 2006

Barron’s America’s Top Financial Advisors – 2005

The rankings are based on data provided by thousands of advisors. Criteria included assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and other factors. Investment performance was not an explicit component.