The selection process for this year's list, conducted in partnership with data provider AccuPoint Solutions, focused on a proprietary evaluation of firm performance and operational stability. The firm emphasized that no fees were exchanged to secure inclusion in the ranking.

Ron Bates, Managing Director and Portfolio Manager at 1919, noted that the recognition highlights the firm’s commitment to client-centric services, ranging from wealth preservation and retirement planning to intergenerational asset transfers. As a subsidiary of Stifel Financial Corp., 1919 continues to operate with a legacy spanning over a century, maintaining a national footprint with offices in cities including New York, Philadelphia, and San Francisco.