Asset and Wealth Management: Recognition

Ranked #2 in Total Assets on annual list of Top Wealth Managers
- 2011
Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years
- 2014
Stephanie Zaffos: Southern California Rising Star
- 2012
Ranked #4 in Top High-Net-Worth Advisors by Wealth Management Magazine
- 2016
Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors
- 2014
Financial Times Top 300 Financial Advisers
- 2014
Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index
- 2014
Selected as a Leading Wealth Advisor
- 2012
Ranked #14 on the Top 100 Managers list
- 2015
Selected as Best RIA for High Net Worth Advisory – 2015
- 2015
Awards & Accolades
*PLEASE SEE RANKING CRITERIA FOR MATERIAL DISCLOSURES.

 

Please click here for full list of accolades.