Awards & Recognitions

Over the years, the firm and its professionals have been recognized by the financial media as among the very best in their profession.

 

 

The complete list of awards & recognitions:

  • 2010 - Top Advisory Firms in America (Financial Advisor Magazine)
  • 2009 - Top Advisory Firms in America (Financial Advisor Magazine)
  • 2009 - Top Wealth Managers in America (Wealth Manager Magazine)
  • 2008 - Top Wealth Managers in America (Wealth Manager Magazine)
  • 2008 - 200 Top Advisory Firms in America (Financial Advisor Magazine)
  • 2007 - Wealth Manager Magazine's Top Advisory Firms List (Formerly Bloomberg)
  • 2006 - Wealth Manager Magazine's Top Advisory Firms List (Formerly Bloomberg)
  • 2006 - One of the Leading RIA Firms in the Nation - $100-$300 Million Category (Financial Advisor Magazine)
  • 2005 - Bloomberg Top Wealth Managers List
  • 2004 - Bloomberg Top 200 Wealth Managers List
  • 2003 - Bloomberg Top Wealth Managers List
  • 2002 - Bloomberg Top Wealth Managers List
  • 2002 - 100 Top Advisors Coast-to-Coast – J. Michael Martin (Mutual Funds Magazine)
  • 2001 - One of the Nation's Top 250 Financial Advisors – J. Michael Martin (Worth Magazine)
  • 2000 - One of The Nation's 150 Best Financial Advisors for Doctors – J. Michael Martin (Medical Economics Magazine)
  • 1999 - One of The Nation's Best Financial Advisors for Doctors – J. Michael Martin (Medical Economics Magazine)
  • 1999 - One of the Nation's Top 250 Financial Advisors – J. Michael Martin (Worth Magazine)
  • 1998 - One of the Nation's 300 Best Financial Advisors – J. Michael Martin  (Worth Magazine)
  • 1998 - One of The Nation's 120 Best Financial Advisors for Doctors – J. Michael Martin (Medical Economics Magazine)
  • 1997 - One of the Nation's Top 250 Financial Advisors  – J. Michael Martin (Worth Magazine)
  • 1996 - One of the Nation's Top 200 Financial Advisors – J. Michael Martin (Worth Magazine)
  • 1995 - One of the Nation's Top 200 Financial Advisors – J. Michael Martin (Worth Magazine)
  • 1994 - One of the Nation's Top 60 Financial Advisors – J. Michael Martin (Worth Magazine)

Third-party rankings or recognition by rating services or publications is no guarantee of future investment success.  Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results.  These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.  A full discussion of the criteria used in making these rankings is available by contacting our office.