Accolades

We work hard to be the premier alternative to Wall Street – with an emphasis on "premier." And the dedication of our associates results in client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of our advisors and their clients. Ours is a commitment you don’t find everywhere – one our advisors, our clients and the national media find noteworthy.


See our full list of accolades here.

Tampa Bay Portrait 2017 Candidate Experience Award 2013 Candidate Experience Award