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Gil Baumgarten has been recognized as a Top Financial Advisor in the industry since the firm began in 2010. He has been featured in publications like Texas Monthly, Houston Chronicle and Texas CEO Magazine. (Please see Limitations.)

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Barron's Top 1,200 Financial Advisors for 2018

March 2018

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The Aftermath of Hurricane Harvey

September 2017

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Barron’s Top 1,200 Financial Advisors for 2017

March 2017

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Top Houston-Area Wealth Management Firms

February 2017

Top Financial Advisers

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Top Houston-Area Wealth Management Firms & Practices

  • Investment Minimum of $2M - $3M for New Clients
  • April 2015
nabcap Premier Advisors Segment Wealth Management

NABCAP Top Wealth Managers of Houston

Houston Business Journal – June 2013

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Schwab Institutional Pacesetter Award - Finalist

Top Five Finalist – The Firm With the Fastest Asset Growth – 2013

BARRON'S Top 1,000 Advisors

2010 - Ranked 33 in Texas

2009- Ranked 46 in Texas

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Texas Monthly Magazine

Five Star Wealth Manager