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Ranked by Barron’s as one of America's Top Financial Advisors since 2012
 

2012 and 2013 Barron's America's Top 1000 Financial Advisors and 2014, 2015, and 2016 America's Top 1,200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work

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