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.)
Forbes Council
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.
Top Houston-Area Wealth Management Firms
2016 - 2020
WealthManagement.com
"How Gil Baumgarten Broke Away From UBS and More Than Doubled His AUM in 8 Years"
The Aftermath of Hurricane Harvey
September 2017
Texas Monthly Magazine
"Ex-Broker Goes All-In for Clients"