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Adviser and its affiliates
Founded 1994
5,000Clients
145Employees
9Offices
$8 BillionAssets Under Management
Financial Times 300 Top Registered Investment Advisers
2014, 2015, 2016, 2018, 2019
Awarded based on data compiled by The Financial Times and Ignites research.
Barron’s America’s Best Independent Advisors
2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
Awarded based on data compiled by Barron’s.
Forbes America’s Top Women Wealth Advisors Best-In-State, MA
2022 (Elizabeth Kesselman)
Awarded based on data compiled by SHOOK Research.
Find additional information on the awards and recognitions listed above.
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