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  • Forbes Best-in-State Wealth Advisors - Hanane Lemlih and Jeff LeClair named among the Best-in-State Advisors for 2018-2020.1
  • Barron's Magazine – Jeff LeClair ranked as Top Financial Advisor in Virginia for 2009-2019.2
  • Barron's Magazine - Hanane Lemlih ranked as Top Financial Advisor in Virginia for 2018 – 2019.
  • Forbes America's Top 200 Women Advisors – Hanane Lemlih ranked as one of the top Financial Women Advisors in America in 2017-2019. 1
  • Working Mother 2019 Top Wealth Advisor Moms- Hanane Lemlih Ranked as one of the top 200 financial advisor mothers in the country 2017-2019.3
  • Financial Times 400 Top Advisors – Jeff LeClair ranked as one of the top Financial Advisors in the Country in 2013-2019.4
  • NABCAP Premier Wealth Advisor – Jeff LeClair named NABCAP Premier Wealth Advisor 2012-2014.5
  • Northern Virginia Magazine – Hanane Lemlih & Jeff LeClair named among "Best Financial Advisors" for 2016-2019.6
  • Virginia Business Magazine – Jeff LeClair named as one of "Virginia's Top Financial Advisors" for 5 consecutive years, 2005-2010.7
  • Registered Rep Magazine – Jeff LeClair One of the Top 100 Wirehouse Advisors in the country for 2009 & 2012.8

     
    1The Forbes 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.
    2Barron’s Top 1,000 Advisor, 2009-2014:  The rankings are based on date provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice client retention.  Investment performance isn’t an explicit component. The 2015-2018 lists have more recently been called Barron’s Top 1,200 Advisors State by State.   Investment performance isn’t an explicit component. The 2015-2018 lists have more recently been called Barron’s Top 1,200 Advisors State by State. 
    3 The Working Mother’s Top Wealth Advisor Moms 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.
     4 The Financial Times 400 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.
     5 Financial advisers were assessed from the perspective of current and prospective investors. The FT rewarded attributes that investors care about (or should care about) and not the value of those advisers or bodies. The FT solicited advisers’ practice information from the 40 largest US broker-dealers and requested data for each group’s most elite advisers. By working with organizations instead of individuals, the FT was able to obtain verified adviser data instead of relying on self-reporting, thus increasing credibility. The FT assessed those with more than 10 years of experience and $250m or more in assets under management (AUM); brokerages had no subjective input.
    6The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. Comprehensively evaluating and validating 20 categories within a financial advisory practice distinguishes their process. Participating practices may be published and will be compared versus their peers locally, regionally and nationally.
    7Northern Virginia Magazine’s annual Top Financial Professionals 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.
    8Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
     

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