2016 Philadelphia Five Star Wealth Managers
2015 Philadelphia Five Star Wealth Managers
2014 Philadelphia Five Star Wealth Managers
2013 Philadelphia Five Star Wealth Managers
2012 Philadelphia Five Star Wealth Managers
Philadelphia Five Star Criteria – Administered by independent third party Crescendo Business Services, LLC (dba Five Star Professional) The Five Star Wealth Manager award is bestowed upon area professionals who meet a strict set of regulatory and industry requirements. Read full criterion here (https://www.fivestarprofessional.com/wmdisclosures/PHILWM16).
Bloomberg Wealth Manager Magazine 2009 Top Wealth Manager
Bloomberg Wealth Manager Magazine Criteria – Bloomberg Wealth Manager’s annual ranking of leading independent financial-advisory firms is based on the asset value of the average client relationship the previous year. Company supplied data is cross-referenced with Security and Exchange Commission reporting.
2011 Top Wealth Managers
2010 Top Wealth Managers
Now part of the ThinkAdvisor network, data for these awards are voluntarily submitted and independently verified, analyzed, and distributed to the public by industry peers.
Wealth Manager Magazine’s 2008 Top Dogs
Wealth Manager Magazine’s 2007 Top Dogs
Wealth Manager Magazine’s 2006 Super Stars
Industry publication Wealth Manager Magazine records and tracks responses via an annual survey of the nation’s top ranking wealth management firms according to their high-net-worth clientele.
“Ten Five Star Managers You Need to Know” Published in the Wall Street Journal Wealth Management Journal Report
“Award Winning Women in Wealth You Need to Know” in the Wall Street Journal Wealth Management Journal Report
As of August 2016