Our Accolades
John Scott has been named a Five Star Wealth Manager from Five Star Professional every year from 2014 to 2026.** He has also been recognized as a 2025 Platinum Council Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Our team is honored to be named one of Forbes’ Best-in-State Wealth Management Teams for 2025 and 2024*. We appreciate this recognition which demonstrates our unwavering commitment to our clients’ wealth management needs.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
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). · 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.
**The 2026 Five Star Wealth Manager award was issued on December 1, 2025 by Five Star Professional (FSP) for the time period February 12, 2025 through August 1, 2025. 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 criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 non-discretionary 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. 4,648 Los Angeles wealth managers were considered for the award; 151 (3% of candidates) were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
2025: Award issued on December 1, 2024 by Five Star Professional (FSP) for the time period February 13, 2024 through August 30, 2024. 4,745 Los Angeles wealth managers were considered for the award; 163 (3% of candidates) were named Five Star Wealth Managers.
2024: Award issued on December 1, 2023 by Five Star Professional (FSP) for the time period February 13, 2023 through August 31, 2023. 4,527 Los Angeles wealth managers were considered for the award; 158 (3% of candidates) were named Five Star Wealth Managers.
2023: Award issued on December 1, 2022 by Five Star Professional (FSP) for the time period March 28, 2022 through September 23, 2022. 3,629 Los Angeles wealth managers were considered for the award; 155 (4% of candidates) were named Five Star Wealth Managers.
2022: Award issued on December 1, 2021 by Five Star Professional (FSP) for the time period March 29, 2021 through October 1, 2021. 3,781 Los Angeles wealth managers were considered for the award; 150 (4% of candidates) were named Five Star Wealth Managers.
2021: Award issued on December 1, 2020 by Five Star Professional (FSP) for the time period March 30, 2020 through October 9, 2020. 3,574 Los Angeles wealth managers were considered for the award; 168 (5% of candidates) were named Five Star Wealth Managers.
2020: Award issued on December 1, 2019 by Five Star Professional (FSP) for the time period March 1, 2019 through October 25, 2019. 3,527 Los Angeles wealth managers were considered for the award; 158 (4% of candidates) were named Five Star Wealth Managers.
2019: Award issued on December 1, 2018 by Five Star Professional (FSP) for the time period March 26, 2018 through October 16, 2018. 3,528 Los Angeles wealth managers were considered for the award; 154 (4% of candidates) were named Five Star Wealth Managers.
2018: Award issued on December 1, 2017 by Five Star Professional (FSP) for the time period March 23, 2017 through October 13, 2017. 2,708 Los Angeles wealth managers were considered for the award; 154 (6% of candidates) were named Five Star Wealth Managers.
2017: Award issued on November 1, 2016 by Five Star Professional (FSP) for the time period February 25, 2016 through October 24, 2016. 2,351 Los Angeles wealth managers were considered for the award; 287 (12% of candidates) were named Five Star Wealth Managers.
2016: Award issued on November 1, 2015 by Five Star Professional (FSP) for the time period May 22, 2015 through October 16, 2015. 2,374 Los Angeles wealth managers were considered for the award; 298 (13% of candidates) were named Five Star Wealth Managers.
2015: Award issued on December 1, 2014 by Five Star Professional (FSP) for the time period May 22, 2014 through October 16, 2014. 3,105 Los Angeles wealth managers were considered for the award; 327 (11% of candidates) were named Five Star Wealth Managers.
2014: Award issued on December 1, 2013 by Five Star Professional (FSP) for the time period May 22, 2013 through October 16, 2013. 6,088 Los Angeles wealth managers were considered for the award; 340 (6% of candidates) were named Five Star Wealth Managers.