Awards and Accolades

Except Forbes Best-In-State Wealth Management Teams, these rankings and awards were achieved by Gordon Wollman, Founder & CEO, CFS and Wealth Advisor, RJFS. These rankings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for these awards/ratings. Raymond James is not affiliated with Shook Research, Forbes, or Dow Jones & Company, L.P., Barron’s, or AdvisorHub. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

2026 Barron’s Top 1,500 Financial Advisors: Released on 03/20/2026, the rankings are based on data provided by 7,855 individual advisors and their firms and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

2026 Forbes Best-in-State Wealth Management Teams: Released on 01/07/2026 and developed by SHOOK Research, the ranking is based on an algorithm of qualitative criteria and quantitative data from 3/31/2024 to 3/31/2025. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award.

2026 Forbes Best-in-State Wealth Advisors: Released on 4/7/2026 and developed by SHOOK Research, the ranking is based on an algorithm of qualitative criteria from 6/30/2024 to 6/30/2025, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. Those advisors considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and best practices in their practices and approach to working with clients.

2024 AdvisorHub 250 Advisors to Watch under $1b: Released on 6/20/2024 for the time period 12/31/2022 – 12/31/2023. The ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Out of 1,816 total nominations received, 250 advisors received the award. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management.

FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS, 2023-2026

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info

2026 Barron’s Top 1,500 Financial Advisors

Gordon Wollman, Barron’s Top 1,200 Financial Advisors 2022-2025

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,855 individual advisors and their firms and include qualitative and quantitative criteria, and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025, and was released on 03/20/2026.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.

Forbes Best-In-State Wealth Advisors, 2018 – 2026

Gordon Wollman

The Forbes America’s Top Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, 250 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-wealth-advisors/ for more info.