OUR ACCOLADES

2026 AdvisorHub Advisors To Watch Over $1B, #1
This Rating is provided on June 16, 2026, by AdvisorHub. It covers the period of 12/31/24-12/31/25. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.advisorhub.com/advisors-to-watch-over-1b-2026/.

2026 Forbes Rankings (Jordan Waxman, Founder and Managing Partner), #12 for Best-in-State Wealth Advisors
This rating was provided on April 7, 2026, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2025. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/top-wealth-advisors/.

2026 Forbes Rankings (Jordan Waxman, Founder and Managing Partner), #49 for America’s Top Wealth Advisors
This rating was provided on April 7, 2026, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2025. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/top-wealth-advisors/.

2026 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner), #69 for Top 1,500 Financial Advisors
This rating was provided on March 20, 2026, by Barron’s. It covers the period of data as of September 30, 2025. There was no compensation exchanged in consideration for the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1.

2025 Forbes Rankings (Jordan Waxman, Founder and Managing Partner), #38 for America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York City)
This rating was provided on April 8, 2025, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2024. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/top-wealth-advisors/.

2025 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner), #38 Top 100 Independent Advisors
This rating was provided on September 15, 2025, by Barron’s. It covers the period of data from July 1, 2024, to June 30, 2025. There was no compensation exchanged in consideration for the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent?page=1&eafs_enabled=false.

2024 Forbes Rankings (Candice Kakar, Chief Operations Officer), #120 Best-In-State Top Women Wealth Advisor
This rating was provided on February 8, 2024, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2023. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-women-advisors/.

2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner), #69 Top 100 Independent Advisors
This rating was provided on September 18, 2023, by Barron’s. It covers the period of data as of June 30, 2022. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent/2023.

2023 Forbes Rankings (Candice Kakar, Chief Operations Officer), #95 Best-In-State Next-Gen Wealth Advisor
This rating was provided on August 9, 2023, by Forbes | SHOOK Research. It covers the period of data as of March 31, 2023. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/.

2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner), #67 Top 1200 Wealth Advisors
This rating was provided on March 14, 2023, by Barron’s. It covers the period of data as of September 30, 2022. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023.