Paul has been consistently recognized since 2009 as a leader in the financial services industry. "One professional cannot do it all." With our unique team approach, these achievements extend to our entire firm. Our greatest accomplishment, though, comes in helping each and every client reach for their financial goals.
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Barron's: 2023 Top Advisor Rankings: Please Click Here to View Barron's Methodology
Forbes: America's Top RIA Firms: Please Click Here To View Forbes' Methodology
Forbes: Top 250 Wealth Advisors: Please Click Here To View Forbes' Methodology
Forbes: Best-in-State Wealth Advisors: Please Click Here to View Forbes' Methodology for 2018 | Please Click Here to View Forbes' Methodology for 2019 | Please Click Here to View Forbes' Methodology for 2020 | Please Click Here to View Forbes' Methodology for 2021 | Please Click Here to View Forbes' Methodology for 2022 | Please Click Here to View Forbes' Methodology for 2023
Barron’s: Top 100 Independent Financial Advisors, Barron’s: Top 1200 Financial Advisors:
Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Please Click Here to View Barron's Methodology
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Please Click Here to View the Financial Times Methodology for 2017 | Please Click Here to View the Financial Times Methodology for 2018
Disclosure: Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.