Honors & Awards

“Congratulations to Rich and Steve for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. They represent the best of our industry,” said Jerry Lombard, President, Private Client Group. 


The Forbes Best-In-State Wealth Advisors rankings spotlights more than 5,000 advisors who manage more than $6 trillion in client assets. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.,


Steve and Rich were both previously named to the Forbes Best-In-State list in 2020 and 2021. They've each also been honored by Financial Times by being named to its 400 Top Financial Advisors ranking - Steve in 2018, and Rich in 2017, 2018, and 2020.