Our Achievements
Michael Valdes:Forbes Magazine #1 “Best-in-State Wealth Advisors” list for 2020, 2019, and 2018
Forbes Magazine "America's Top 250 Wealth Advisors" list for 2020 ,2019, 2018, 2017, 2016
Financial Times “Top 400 Financial Advisors” list in 2017, 2018, 2020
WealthManagement Magazine #49 “Top 100 Wirehouse Advisors in America” list for 2016
Michael Shimberg:
Forbes #35 "Best-in-State Wealth Advisors" list for 2020
Forbes #48 “Best-in-State Wealth Advisors” list for 2019
Financial Times “Top 401 Retirement Advisers” for 2018 and 2017
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to
http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
*Source: The Forbes "America's Top Wealth Advisors" list, August 25, 2020. For more information about the selection criteria, go to http://details-he.re/xJOmtV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
*Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to
http://details-he.re/fTgbvQ . The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
*Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to
http://details-he.re/YmYuUA. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
* Source: Financial Times "Top 401 Retirement Advisers" list, September 2018. For more information about the selection criteria, go to
http://details-he.re/qCbAvZ . The Financial Times "Top 401 Retirement Advisers" list is an independent listing produced by the Financial Times (September 2018). All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
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