1 THE FORBES AMERICA’S TOP WEALTH ADVISORS 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 (2016-2021).

2 THE FORBES BEST-IN-STATE WEALTH ADVISORS 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 (2018-2021).

3 THE BARRON’S TOP 1200 ADVISORS rankings are based on 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 (2009, 2011-2021.

4 THE WASHINGTONIAN TOP FINANCIAL ADVISERS is based on votes by CERTIFIED FINANCIAL PLANNER™ professionals. Investment performance and financial advisor production are not explicit components (2019-2020).

5 THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISERS 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 (2016-2018).

6 NORTHERN VIRGINIA MAGAZINE'S ANNUAL TOP FINANCIAL PROFESSIONALS: To compile the Top Financial Professional listing, we sent surveys to area financial professionals asking them to nominate other experts to whom they would recommend friends and family who needed financial planning advice.  Those in the list received the most nominations (2016).

*The Wells Fargo Advisors Premier Client Associate distinction is held by aselect group of Registered Client Associates nominated by their management for their consistent display of professionalism, integrity and core leadership values.