Our team is driven by our daily mission to support our clients as we collaborate to help achieve financial success. We are humbled to be recognized with the following accolades, which are just a few of the many ways we demonstrate our mission of striving to fulfill our clients’ needs.

Forbes Best-in-State Wealth Management Team*
2024 | 2023

David Clarke: Five Star Wealth Management**

2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2016 | 2015 | 2014 


* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.

** This award was issued on 10/21/23 by Five Star Professional (FSP) for the time period 1 /9/23 through 7 /31 /23. Fee paid for use of marketing materials. 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. 1,291 San Francisco East Bay-area wealth managers were considered for the award; 87 (7% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR:# Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1155, 90, 8%, 10/1 /22, 1 /17 /22 - 7 /15/22; 2021: 1413, 89, 6%, 10/1 /21, 12/28/20 - 7 /30/21; 2020: 1260, 88, 7%, 10/1 /20, 1 /13/20 - 8/7 /20; 2019: 1340, 104, 8%, 10/1 /19, 12/31 /18 - 8/9/19; 2018: 1397, 113, 8%, 10/1 /18, 1 /16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1 /17, 1 /13/17 - 7 /28/17; 2016: 948, 182, 19%, 9/1 /16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1 /15, 3/5/15 - 7 /31 /15; 2014: 4527, 204, 5%, 10/1 /14, 3/5/13 - 7 /31 /13; 2013: 858, 195, 23%, 10/1 /13, 3/5/12 - 7 /31 /12; 2012: 1145, 233, 20%, 10/1 /12, 3/5/11 - 7 /31 /11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria­required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non­discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Award issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/17/2022 through 07/15/2022. 1155 San Francisco - East Bay-area wealth managers were considered for the award; 90 (8% of candidates) were named Five Star Wealth Managers.

Award issued on 10/1/21 by Five Star Professional (FSP) for the time period 12/28/2020 through 07/30/2021. 1413 San Francisco - East Bay-area wealth managers were considered for the award; 89 (9% of candidates) were named Five Star Wealth Managers.

Award issued on 11/1/20 by Five Star Professional (FSP) for the time period 03/2/2020 through 09/25/2020. 2026 San Francisco - East Bay-area wealth managers were considered for the award; 40 (2% of candidates) were named Five Star Wealth Managers.

Award issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/18/2019 through 10/7/2019. 2012 San Francisco - East Bay-area wealth managers were considered for the award; 47 (2% of candidates) were named Five Star Wealth Managers.

Award issued on 11/1/18 by Five Star Professional (FSP) for the time period 03/12/2018 through 09/28/2018. 1881 San Francisco - East Bay-area wealth managers were considered for the award; 46 (2% of candidates) were named Five Star Wealth Managers.

Award issued on 10/1/16 by Five Star Professional (FSP) for the time period 04/22/2016 through 09/30/2016. 1442 San Francisco - East Bay-area wealth managers were considered for the award; 96 (7% of candidates) were named Five Star Wealth Managers.

Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 05/7/2015 through 10/5/2015. 1598 San Francisco - East Bay-area wealth managers were considered for the award; 107 (7% of candidates) were named Five Star Wealth Managers.

Award issued on 11/1/14 by Five Star Professional (FSP) for the time period 05/7/2013 through 10/5/2013. 3256 San Francisco - East Bay-area wealth managers were considered for the award; 93 (3% of candidates) were named Five Star Wealth Managers.