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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
This year, we were recognized as the District of Columbia’s top-rated High Net Worth Wealth Management Team. 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.