#120 Forbes Best-In-State Top Women Wealth Advisors
#69 Barron's Top 100 Independent Advisors
#95 Forbes Best-In-State Next-Gen Wealth Advisor
#67 Barron's Top 1200 Financial Advisors
#45 Forbes, America's Top Wealth Advisors
#65 Barron's Top 100 Independent Advisors
#99 Barron's Top 1200 Financial Advisors
#13 Forbes Top Financial Security Professionals
#2 Forbes Best-In-State Financial Security Professionals
#11 Forbes Best-In-State Wealth Advisors
#48 Forbes America's Top Wealth Advisors
#41 Barron's Top 50 Private Wealth Management Teams
#15 Forbes Top Financial Security Professionals
#82 Barron's Top 100 Independent Advisors
*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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