Industry recognition

Barron’s Top 1,200 State-by-State Financial Advisor

We are excited to announce that Rob Reich and Sean Fitzpatrick were recognized on Barron’s list of Top 1,200 Financial Advisors for 2023. Rob has earned this accolade every year between 2014-2023. We are grateful for Rob and Sean’s continued service to our clients.

The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s 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. 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.

Platinum Council Member

Wells Fargo Advisors also named Rob a Platinum Council Member each year from 2010-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Forbes Best-in-State Wealth Advisor 

Rob has been recognized by Forbes as a Best-in-State Wealth Advisor every year between 2018-2023. 

The Forbes Best-in-State Wealth Advisors 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.