| San Francisco Office | ||
| Source | Date | Title |
| San Francisco Business Times | February 15, 2008 | Top 75 Wealth Advisors in the Bay Area |
| Registered Rep Magazine | September, 2007 | The Top 100 Wirehouse Advisors in America |
| Research Magazine | September, 2007 | Top Advisor Teams in America |
| Barron's | April 23, 2007 | Top 100 Wealth Advisors in America |
| San Francisco Business Times | January 19, 2007 | Top 50 Wealth Advisors in the Bay Area |
| Registered Rep Magazine | September, 2006 | America's Top 50 Advisors |
| Research Magazine | September, 2006 | Top Advisor Teams in America |
| Barron's | April 24, 2006 | Top 100 Financial Advisors in America |
| California CEO Magazine | March 1, 2006 | Top 50 Wealth Managers in California |
| Barron's | June 13, 2005 | The Best 100 Brokers in America |
| Research Magazine | September, 2005 | Top Advisor Teams in America |
| Barron's | September 20, 2004 | America's Top 100 Wealth Advisors |