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.)

Barron's Top 1,200 Financial Advisors for 2018
March 2018

The Aftermath of Hurricane Harvey
September 2017

Barron’s Top 1,200 Financial Advisors for 2017
March 2017

Top Houston-Area Wealth Management Firms
February 2017

Top Financial Advisers

Top Houston-Area Wealth Management Firms & Practices
- Investment Minimum of $2M - $3M for New Clients
- April 2015

NABCAP Top Wealth Managers of Houston
Houston Business Journal – June 2013

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

Texas Monthly Magazine
Five Star Wealth Manager