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