Financial Advisor Magazine Annual RIA Ranking
2025 – Ranked: #34 Nationally
2024 – Ranked: #33 of 431 firms, #2 in NJ, #1 in Philly Metro, #5 in NY Tri-State
2023 – Ranked: #33 Nationally, #2 in NJ, #1 in Philly Metro
2022 – Ranked: #35 Nationally, #2 in NJ, #1 in Philly Metro
2021 – Ranked: #25 Nationally, #1 in NJ, #1 in Philly Metro, #5 in NY Tri-State
2020 – Ranked: #23 Nationally, #1 in NJ, #2 in Philly Metro, #5 in NY Tri-State