Jake DeCotiis was named #15 on Barron’s Top 1,200 Financial Advisors list in 2025.
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source Barrons.com). The Barron's Top 1,200 Financial Advisors ratings are gbased on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Jake DeCotiis was named #12 on Forbes’ Best-in-State Wealth Advisors list (New Jersey Private Wealth) in 2025. He was also listed at #3 on Forbes’ 2024 list for Top Next-Gen Wealth Advisors Best-in-State and #69 on Forbes' 2024 list for Top Next-Gen Wealth Advisors.
2024 Forbes' Best-in-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/2023 - 6/30/2024 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
2024 Forbes' Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes' Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CFA® & CAIA® Charterholder
Craig Livoti holds both the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA®) designation.
A Financial Advisor who has earned the CFA® designation has demonstrated skill in investment analysis, valuing assets, portfolio management, and wealth planning. A CFA® professional must hold a bachelor’s or equivalent degree from a college or university, have 4,000 hours of qualified work experience in the investment decision-making process, and provide at least two professional reference letters. These professionals then must complete three in-person, proctored, closed-book exams.
A Financial Advisor who has earned the CAIA® designation has demonstrated knowledge and credibility in the field of alternative investments. A CAIA® professional must complete two in-person, proctored exams over a detailed alternative investment curriculum that encompasses topics such as private equity, private debt, hedge funds, institutional asset owners, and asset allocation.
Leean Hunchak is a CERTIFIED FINANCIAL PLANNER® professional. A Financial Advisor who has earned the CFP® designation has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice, and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.