Barron's Top 1500 Financial Advisors
We’re proud to share that Simon and Greg have been named to the 2026 Top 1,500 Financial Advisors list by Barron’s. Each year, Barron’s evaluates thousands of advisors across the country, selecting those who demonstrate excellence in areas such as assets under management, client service, professional experience, and overall practice quality.
In the latest ranking, Simon and Greg earned their place among the nation’s leading professionals. This recognition reflects their continued commitment to delivering thoughtful, personalized advice and helping clients navigate complex financial decisions with confidence.
2026 Barron’s Top 1,500 Financial Advisors
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,855 individual advisors and their firms and include qualitative and quantitative criteria, and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025, and was released on 03/20/2026. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, 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 advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
