Awards & Acknowledgements

Barron's Top 1,200 Advisors - Barron's Magazine, February 2019

The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings; assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by client's risk tolerance than by an advisor's investment-picking abilities.


Barron's Top 1,200 Advisors - Barron's Magazine, February 2018

Barron's Top 1,200 Advisors - Barron's Magazine, February 2017


Barron's Top 1,200 Advisors - Barron's Magazine, February 2016

Barron's Top 1,200 Advisors - Barron's Magazine, February 2015

Barron's Top 1,200 Advisors - Barron's Magazine, February 2014

Financial Times 400 Top Financial Advisors, April 2016

Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit component.

Financial Times 400 Top Financial Advisors, April 2013

Top Wealth Managers - Charlotte Business Journal, May 2012

Bank Investment Consultant bases their selection on a weighted average of six different variables including assets under management, trailing 12-month production, percentage change in assets under management, percentage change in trailing 12 month production-per-AUM, and percentage of fee-based business.

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