Industry accolades we have received.

As we strive for excellence in everything we do, it affirms our efforts when we receive recognition from our industry and peers – which we are proud to share with you.

Ben Cohen named #4 in On Wall Street’s 2016 ranking of advisors under age of 40*

*Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Trailing 12-month production as of 9/30/16 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.

Learn more.

Michael Cohen named to Barron’s Top 1000 Advisors*

He was in the top 10 advisors in Illinois for 2010, and was included on the list from 2011 to 2013 as well. Barron’s is one of the most established and respected financial industry publications in America. To be among the elite advisors selected by Barron’s from the many thousands of candidates considered is not only a great honor and achievement, but a positive reflection on Michael’s true commitment to excellence.

*Factors included in the Barron’s Top 1000 Advisors rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Barron’s annual ranking of the nation’s “Top 1,000 Financial Advisors.” Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors. Among the factors considered for the rankings are assets under management, revenue produced for the firm, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

Chicago Location

550 West Washington Blvd., Suite 1050
Chicago, IL 60661
Map + Directions

North Shore Location

560 Green Bay Road, Suite 408
Winnetka, IL 60093
Map + Directions