The recognition evaluates firms based on organizational scalability, service sophistication, and client retention rates. CNBC developed the methodology alongside research firms AccuPoint Solutions and Cerulli Associates, mandating that all candidates pass rigorous regulatory due diligence reviews based on SEC disclosures. The process strictly excludes any payments for inclusion.

Currently, the firm oversees more than $32 billion in client assets. Drew McMorrow, President and CEO, credited the accomplishment to the firm’s multidisciplinary focus, which integrates traditional investment management with philanthropy, family governance, and lifestyle advisory services. Founded in 1984, the firm continues to target the distinct requirements of multi-generational family offices and individuals navigating significant wealth.