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Awards & Recognitions

2019 - FORBES AMERICA'S TOP WEALTH ADVISORS
2019 - FORBES BEST-IN-STATE WEALTH ADVISORS
2019 - BARRON'S TOP 1200 FINANCIAL ADVISORS


2018 - FORBES AMERICA'S TOP WEALTH ADVISORS

2018 - FORBES BEST-IN-STATE WEALTH ADVISORS
2018 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2018 - THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISERS 


2017 - FORBES AMERICA'S TOP WEALTH ADVISORS
2017 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2017 - THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISERS


2016 - FORBES AMERICA'S TOP WEALTH ADVISORS
2016 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2016 - NORTHERN VIRGINIA MAGAZINE'S TOP FINANCIAL PROFESSIONALS
2016 - THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISERS


2015 - BARRON'S TOP 1200 FINANCIAL ADVISORS


2014 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2014 - NABCAP PREMIER WEALTH ADVISOR AWARD


2013 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2013 - NABCAP PREMIER WEALTH ADVISOR AWARD


2012 - BARRON'S TOP 1200 FINANCIAL ADVISORS
2012 - NABCAP PREMIER WEALTH ADVISOR AWARD


2011 - BARRON'S TOP 1200 FINANCIAL ADVISORS


2010 - ON WALL STREET 40 UNDER 40 AWARD (Ryan C. Sprowls)


2009 - BARRON'S TOP 1200 FINANCIAL ADVISORS








THE FORBES RANKING OF AMERICA’S TOP WEALTH ADVISORS: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

FORBES BEST-IN-STATE WEALTH ADVISORS: The Forbes Best-In-State Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

BARRON’S TOP 1200 FINANCIAL ADVISORS AWARD: Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISORS: Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

NORTHERN VIRGINIA MAGAZINE'S ANNUAL TOP FINANCIAL PROFESSIONALS:  This is a peer-nominated listing. Those professionals who received the most votes by their peers made it to the list. There is no cost for advisors to participate. The rating is not representative of any one client's experience. Investment performance is not an explicit component.

NABCAP PREMIER WEALTH ADVISOR AWARD: Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.

ON WALL STREET 40 UNDER 40 AWARD: The On Wall Street 40 Under 40 ranking is not an endorsement and is based strictly upon assets under management and trailing twelve-month production. The ranking is not indicative of past or future investment performance.