* Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
* 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated
the nominees based on 10 objective criteria including client retention rates, client assets admininstered, firm review, and favorable regulatory and complaint history. The Five Star Award
is not indicative of the wealth manager's future performance. For more information see: https://www.fivestarprofessional.com/Market/DCWM
*2015 - 1,837 Washington D.C. area wealth managers were considered for the award; 227 (13 percent of candidates) were named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.