| top financial advisors 2023 | 1.92 | 1 | 5513 | 27 | 11 |
| top financial advisors 2024 | 1.23 | 0.4 | 5498 | 27 | 56 |
| top financial advisors 2021 | 0.17 | 0.8 | 5910 | 27 | 99 |
| top financial advisors 2020 | 1.68 | 0.1 | 2769 | 27 | 19 |
| top financial advisors 2022 | 1.38 | 0.5 | 1556 | 27 | 70 |
| top financial advisors 2013 | 0.13 | 0.4 | 7406 | 27 | 64 |
| top financial advisors 2016 | 0.24 | 0.2 | 9993 | 27 | 58 |
| top financial advisors 2015 | 0.79 | 1 | 1705 | 27 | 94 |
| top financial advisors 2018 | 0.67 | 0.3 | 8979 | 27 | 42 |
| top financial advisors 2019 | 0.34 | 0.2 | 5188 | 27 | 84 |
| top 10 financial advisors 2023 | 1.77 | 0.4 | 1262 | 30 | 56 |
| forbes top financial advisors 2023 | 0.53 | 0.1 | 4164 | 34 | 7 |
| barron's top financial advisors 2023 | 0.6 | 0.5 | 2876 | 36 | 91 |
| investopedia top 100 financial advisors 2023 | 0.57 | 0.6 | 2443 | 44 | 69 |
| cnbc top 100 financial advisors 2023 | 0.73 | 0.1 | 9822 | 36 | 5 |
| top 100 financial advisors 2023 | 1.05 | 0.9 | 5209 | 31 | 63 |
| financial advisor magazine top ria 2023 | 1.45 | 0.3 | 7054 | 39 | 34 |
| forbes top women financial advisors 2023 | 0.48 | 0.9 | 4633 | 40 | 56 |
