#10 Forbes Best-In-State Wealth Advisors
#38 Barron's Top 100 Independent Advisors
#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
Forbes Awards
Best-In-State Wealth Advisors | 2022, 2024
Top Women Wealth Advisors | 2024
Best-In-State Next-Gen Wealth Advisor | 2023
America’s Top Wealth Advisors | 2021–2022
Top Financial Security Professionals | 2021–2022
Best In-State Financial Security Professionals | 2022
Barron’s Awards
Top 100 Independent Advisors | 2021–2023
Top 1,200 Wealth Advisors | 2021, 2023
Top Private Wealth Management Teams | 2020
THIS RATING IS PROVIDED ON FEBRUARY 8, 2024 BY FORBES. IT COVERS THE PERIOD AS OF SEPTEMBER 2023. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/candice-kakar/.
THIS RATING IS PROVIDED ON SEPTEMBER 18, 2023 BY BARRON’S. IT COVERS THE PERIOD OF JUNE 2022 – JUNE 2023. 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?page=1.
THIS RATING IS PROVIDED ON AUGUST 8, 2023 BY FORBES. IT COVERS THE PERIOD OF MARCH 31 2022 – 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/profile/candice-kakar/.
THIS RATING IS PROVIDED ON MARCH 15, 2023 BY BARRON’S. IT COVERS THE PERIOD OF JUNE 2022 – JUNE 2023. 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?page=1.
THIS RATING IS PROVIDED ON AUGUST 24, 2022 BY FORBES. IT COVERS THE PERIOD OF _______. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/jordan-waxman/.
THIS RATING IS PROVIDED ON SEPTEMBER 30, 2022 BY BARRON’S. IT COVERS THE PERIOD OF JUNE 2021 – JUNE 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/2022?page=1.
THIS RATING IS PROVIDED ON JULY 28, 2022 BY FORBES. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/eric-wilson/.
THIS RATING IS PROVIDED ON JULY 28, 2022 BY FORBES. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/eric-wilson/.
THIS RATING IS PROVIDED ON APRIL 7, 2022 BY FORBES. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/jordan-waxman/.
THIS RATING IS PROVIDED ON APRIL 20, 2021 BY BARRON’S. 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/1000/2021?page=1.
THIS RATING IS PROVIDED ON AUGUST 24, 2021 BY FORBES. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/jordan-waxman/.
THIS RATING IS PROVIDED ON OCTOBER 19, 2021 BY FORBES. THERE WAS NO COMPENSATION EXCHANGED IN CONSIDERATION FOR OR THE USE OF THIS RATING. FOR MORE INFORMATION, PLEASE VISIT https://www.forbes.com/profile/eric-wilson/.
THIS RATING IS PROVIDED ON SEPTEMBER 20, 2021 BY BARRON’S. 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/2021?page=1.
THIS RATING IS PROVIDED ON APRIL 2020 BY BARRON’S. 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/private-wealth/2020?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/.
*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 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.
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/
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