Award Disclosures
Rankings are provided for informational purposes only and should not be used as the sole basis for engaging Advisor for advisory services. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
Third-party rankings, awards listings and/or recognition by unaffiliated third-party rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Advisor by any of its clients. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly rated investment advisor also does not ensure that a client or prospective client will experience a higher level of performance. Generally, but not always, ratings, rankings and recognition are based on information provided by Advisor to be considered for the award and does not pay an application fee to participate.
Financial Times: FT Top 300 RIAs – For RIAs to qualify, the Financial Times considers advisor AUM that had to be $300 million or more, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times for inclusion in the FT 300.
Forbes 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 of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or Shook receive a fee in exchange for rankings.
Fast 50: Austin Business Journal’s FAST 50 award which recognizes the fastest-growing private companies in central Texas. In order to qualify for 2022 Fast 50 recognition, companies must first be headquartered in Central Texas. They must also have net revenue of at least $500,000 starting in 2019 and show positive growth over three consecutive years: 2019, 2020 and 2021. Each year, the ABJ calculates financial data submitted from participating companies and (after review from a third party) ranks the top 50 according to compounded revenue growth. To qualify companies must have experienced dramatic revenue growth within the last three years. Fast 50 does not receive a fee in exchange for rankings.
ACG Austin/San Antonio: ACG National Capital, the region’s preeminent association for corporate professionals with a focus on M&A within the middle market, presents Corporate Growth Awards to the region’s biggest deals, top executives and fastest growing companies. Through this award program, we celebrate the dealmakers that make the national capital region and its business community one of the fastest growing, successful and active in the nation. The annual Corporate Growth Awards are given to business leaders, deal teams and companies that were individually selected for their accomplishments in crafting and executing on successful growth strategies and deals. ACG does not receive a fee in exchange for rankings.