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2026 Forbes Best-In-State
Wealth Management Team
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. See full disclosure.
We believe that proper planning should yield timeless possibilities — not temporary performance.
With more than a century of combined experience, our team provides all-encompassing strategies that honor each life stage:
Accumulation
Distribution
Generational Transfer
Come experience our nationally recognized approach to planning.
A Tradition of Excellence
In 2025 we were recognized as the District of Columbia's top-rated practice on the Forbes Top Wealth Management Teams High Net Worth list. This honor extends our inclusion among the nation’s most awarded, while exemplifying our dedication to elevating each client’s experience.
Team Accolades
Forbes Best-in-State Wealth Management Teams, 2023 - 2026
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 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. 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. 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. See full disclosure.
Forbes Top Wealth Management Teams High Net Worth, 2024 and 2025
2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. See full disclosure.
Forbes Top Wealth Management Teams, 2022 and 2023
2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See full disclosure.
Barron's Top 100 Institutional Consulting Teams, 2022 and 2023
2023 Barron's Top 100 Institutional Consulting Teams: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan 2022 – Dec.2022 (Source: Barrons.com). 145 institutional consulting teams were considered for the rating; 100 (69% of candidates) were named 2023 Barron's Top 100 Institutional Consulting Teams. 2022 Barron's Top 100 Institutional Consulting Teams: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan 2021 – Dec.2021 161 institutional consulting teams were considered for the rating; 100 (62% of candidates) were named 2022 Barron's Top 100 Institutional Consulting Teams. See full disclosure.
Individual Honors
Forbes Best-in-State Wealth Advisors, 2021 - 2025
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In- State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. See full disclosure.
Barron's Top 1,200 Financial Advisors, 2015 - 2025
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. See full disclosure.
Financial Times Top 400 Advisors, 2017 and 2019
2019 Financial Times 400 Top Financial Advisors; Awarded April 2019; Data compiled by Ignites Research based on the time period from 06/30/2015- 06/30/2018 (Source: ft.com). 2017 Financial Times 400 Top Financial Advisors; Awarded March 2017; Data compiled by Ignites Research based on the time period from 9/30/14- 9/30/16 796 wealth managers were considered for the rating; 400 (50.2% of candidates) were named 2017 Financial Times 400 Top Financial Advisors. See full disclosure.Forbes Best-in-State Wealth Advisors, 2024 and 2025
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 See full disclosure.Forbes Best-in-State Wealth Advisors, 2025
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). See full disclosure.Forbes Top Next-Gen Wealth Advisors Best-In-State, 2022 - 2025
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. See full disclosure.Great outcomes are rarely the result of individual effort – they come from teams that combine diverse expertise, shared vision, and a commitment to learning. A well-educated, collaborative approach turns complexity into clarity and challenges into opportunities.
Who Relies On Our Guidance?
Successful Individuals and Families
How We Help
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Comprehensive to Our Core
We pride ourselves on the wide range of advanced designations our team members have earned. These multi-disciplinary designations allow us to see our clients’ situations from all angles and with deep expertise.