Forbes Best-in-State 2021

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information, visit:

Located in Loudoun County, one of the wealthiest in America, Raymond James Leesburg is an independent branch of Raymond James Financial Services, located in the heart of downtown historic Leesburg, VA. Raymond James is one of the largest and most well-respected financial services firm in the United States and among one of the largest 500 companies.

Out team manages approximately a half a billion in assets, helping Corporate Institutions, Foundations, Endowments and affluent families with investment strategy, asset allocation advice, asset liability models, investment policy creation and adoption, along with investment plan implementation. 

We believe every client is entitled to the highest level of personalized service and care. Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, personalized service and most importantly experience.

Some of those experiences that have been navigated have been:

  • “Black Monday” – the day, Monday October 19th 1987, the Dow Jones fell over 25% in one day.
  • The demise of the Federal Thrift Savings and Loan Insurer FSLIC and eventual consolidation and recapitalization of the FDIC, all the result of the 1980's Banking & S&L crisis.  Immediately followed by the collapse of some of the largest brokerages such as Drexel Burnham.
  • The first Gulf War
  • The late 90’s dot com bubble caused by excessive speculation that ended with many newly minted IPO’s eventually running out of capital and going bankrupt.
  • Market’s reaction to the Terrorist attacks of September 11th, market panic and the four-day shutdown of the NYSE, its first ever since 1933.
  • Speculative investing fever; the hyper-inflated housing market and eventual collapse leading to the 2008 Financial crisis – the worst in more than a generation.
  • Most recently, the market’s reaction the 2020 Global COVID Pandemic. First ever to cause unprecedent US and global Gov’t reactions by shutting down with stay-at-home orders.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.