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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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Forbes Council

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Barron's Top 1,200 Financial Advisors

2016 - 2021

640,000 US advisors are eligible to make the BARRON’s Top 1200 list. We are proud to have ranked in the Top 50 in Texas for 2021.

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Top Houston-Area Wealth Management Firms

2016 - 2020

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WealthManagement.com

"How Gil Baumgarten Broke Away From UBS and More Than Doubled His AUM in 8 Years"

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The Aftermath of Hurricane Harvey

September 2017

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Texas Monthly Magazine

"Ex-Broker Goes All-In for Clients"