Best-in-State Wealth Advisors1
Forbes magazine — 2021, 2020, 2019, 2018
Top 1,200 Financial Advisors in America/Top 30 in Massachusetts2
Barron's magazine, 2014–2021
Top 1,000 Financial Advisors in America/Top 25 in Massachusetts2
Barron's magazine — 2013, 2012, 2010
Financial Times Top 400 Financial Advisers3
Financial Times, 2015–2020
Barron's Top 100 Independent Advisors4
Barron's, 2020
Five Star Wealth Manager
Boston magazine — 2021, 2020, 2019, 2018*
Five Star Wealth Manager
Boston magazine — 2021, 2020, 2019, 2018*
Five Star Wealth Manager
Boston magazine — 2021, 2020, 2019, 2018*
Boston magazine - 2021*