We have received a number of individual and firm-wide recognitions over the years. Below is a snapshot of some of our most recent awards:

2018

Top Wealth Management Firms and Practices (1st)
Largest Houston-Area Money Management Firms (12th)

 

2017

Top Wealth Management Firms and Practices (10th)
Largest Houston-Area Money Management Firms (11th)

 

2016

Top Wealth Management Firms and Practices (1st)
Largest Houston-Area Money Management Firms (10th)

 

2015

Largest Houston-Area Money Management Firms (5th)

 

2014

Top Houston-Area Wealth Managers (2nd)
Largest Houston-Area Money Management Firms (11th)

 

2015

Trust Company of the Year