Gil Baumgarten has been recognized as a Top Financial Advisor in the industry since the firm began in 2010. He is passionate about sharing his financial advice and insight, and has been featured in publications like Texas Monthly and Texas CEO Magazine.
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