We are honored to be recognized as one of America’s Top 100 RIA Firms by Barron’s. Thank you to our clients for the continued confidence and support, and to our employees who work hard every day in pursuit of investment excellence and a values-driven culture.

Important Disclosures: Barron's advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here: https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819