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San Antonio Business Journal
2016-2017, 2020

Top 10 Financial Planning Firms in San Antonio

San Antonio Business Journal
2012-2013, 2016-2020

Top Money Management Firms in San Antonio

San Antonio Business Journal
2016-2020

Top 25 North Texas Wealth Management Firms

Dallas Business Journal
2016-2019

Top RIA

Financial Advisor Magazine
2012-2018

300 Top Registered Investment Advisors

Financial Times
2014-2017

America's Top 1,200 Financial Advisors - No. 14 in Texas

Barron’s
2015-2017

Top Wealth Manager in Dallas

D Magazine
2015-2017

Corporate Philanthropy & Nonprofit Award

San Antonio Business Journal
2016

Five Star Wealth Manager

Texas Monthly
2011-2016