Awards & Recognitions
2018, 2019, 2020, 2021, 2022, 2023, 2024, & 2025
Best-In-State Wealth Advisors
Forbes Shook Research
2019
Top 40 Advisors Under 40
OnWallStreet
2017, 2018, 2019, 2020, & 2021
Top Next Generation Wealth Advisors
Forbes Shook Research
2017, 2018, 2019. 2020 & 2021
Top 25 Regional Advisors Under 40
OnWallStreet
2021
Top 40 Under 40 | Top Regional Under 40
Financial Planning
*The Regional Advisors Under 40 ranking is based on production only of those advisors who were nominated for inclusion to the OnWallStreet annual list.
**The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.