The recognition highlights the firm’s continued scale and influence within the wealth management sector. To qualify for the honor, firms were evaluated against strict benchmarks, including a minimum of $100 million in regulatory assets under management and a business model where at least 70 percent of operations serve high-net-worth individuals. As of June 2026, the firm reported managing over $54 billion in client assets.

CEO Jim Gold credited the achievement to the firm's internal culture and the resources provided to its advisors. This latest accolade follows a string of industry successes for the organization, including a rise to the number nine spot on the 2025 Barron's Top 100 RIA Firms list, up from eighteenth the previous year. Alongside these rankings, the firm’s advisors have frequently appeared on Forbes and SHOOK Research’s regional lists, reinforcing the company's standing in a highly competitive market.