Barron’s Top 100 Independent_mobile bg

ADDRESS

512 W. 22nd St, 7th floor
New York, NY 10011

PHONE

(212) 286-1170

*2023 Barron’s Rankings (Jordan Waxman) #67, Top 1200 Wealth Advisors.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

*2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

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