Awards & Rankings

Our consistent industry recognition reflects our deep commitment to serving the needs of our clients.
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Forbes Best-In-State Women Wealth Advisor, Julia Vanzler, CFP®, CPWA® 2026

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Barron’s Top 1,200 Advisors
Rob Breed, CFA
2025

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Barron’s
Top RIA
2025

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Boston Globe New England’s Fastest Growing Companies 2025

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Financial Advisor
Top RIA
2025

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Forbes Top Next-Gen Wealth Advisors Best in State Julia Vanzler, CFP®, CPWA® 2025

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Forbes
America’s Top RIA Firms
2025

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Boston Business Journal Largest Independent Investment Adviser 2024

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Financial Advisor Magazine Top 50 Fastest-Growing RIAs 2024

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Financial Planning Magazine
Top 150 Fee-Only RIAs
2024

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Providence Business News
Local Wealth Managers
2024

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USA Today
Best Financial Advisory Firms
2024

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Worth’s
Top RIA Firms
2024

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Wealth Management.com
RIA Edge 100
2024

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification,
degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.

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