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2024
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Citywire 50 Growers Across America
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RIA Intel's RIA of the Year (Over $1 Billion AUM)
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USA Today's Best Financial Advisory Firms
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Private Asset Management Awards: Best Firm Culture
2023
The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team
2019 -2022, 2025
InvestmentNews Best Places to Work for Financial Advisors
2020 -2022
NAPA Top Retirement Plan Advisors Under 40
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Financial Times Top 300 Registered Investment Advisers
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