Awards

CNBC

CNBC Top 100 Financial
Advisors
2024

Date rating given: Oct 1, 2024

The CNBC rankings are based on data culled from 40,896 advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More

Barron's

Top Financial Advisors in California 2024
Mark Hebner

Date rating given: Mar 7, 2024

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Read More

CNBC

CNBC Top 100 Financial Advisors
2023

Date rating given: Sep 11, 2023

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More

Barron's

Top Financial Advisors in California 2023
Mark Hebner

Date rating given: Mar 9, 2023

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Read More

CNBC

CNBC Top 100 Financial Advisors
2022

Date rating given: Oct 3, 2022

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Read More

Financial Advisor Magazine

Top RIA's 2022

Over $1 Billion AUM

Date rating given: Jun 30, 2022

Ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA's survey by our deadline. Firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021. Read More

Barron's

Top Financial Advisors in California 2022
Mark Hebner

Date rating given: Mar 15, 2022

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Read More