Industry Recognition
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- Barron’s Magazine – Top 100 Independent Advisors, 2009, 2010, 2011
- Barron’s Magazine – Top 1000 Advisors State by State, 2011
- Bloomberg Magazine / Wealth Manager – Top Wealth Manager, 2003 through 2011
- Registered Rep Magazine – Top 50 Asset Management RIAs, 2011
- Financial Advisor Magazine – Top 100 Independent RIA Firms, 2010
- Boston Magazine – Five Star Advisor, 2010 & 2011
- Boston Business Journal – one of the area’s largest financial advisors, 2010, 2011
Regularly quoted or interviewed in the Wall Street Journal, Time, New York Times, Boston Globe, Bloomberg News / Radio, Investment Advisor Magazine, USA Today and Reuters.
