Awards and recognition

For 40 years, we’ve strived for nothing short of success.

And we’re not shy about saying that we’ve earned our stripes.


Joe Montgomery is honored to have received the following awards:


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Barron’s Top 50 Institutional Consulting Teams

2018 | 2019 | 2020



Barron's Top 30 Institutional Consulting Teams

2016 | 2017



Barron’s Top 100 Financial Advisors

2004 - 2022

Barron’s Advisor Hall of Fame

2019

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Forbes Top 250 Wealth Advisors

2016 - 2021


Forbes Best in State Wealth Advisors

2019 - 2023



AdvisorHub Advisors to Watch 150 Advisors over $1Bil

2024

Joe Montgomery is also the proud recipient of the
Gerald R. Ford Legends Award - The Rimington Trophy

This award is presented to former collegiate or professional centers who, in addition to standout football careers, have also made significant contributions to the football and/or business communities, or through philanthropic endeavors.

And the 
Virginia Sports Hall of Fame Distinguished Virginian Award

2023

Wealth takes its time, and so do we.

If you want to have a real and unrushed conversation about your future, give us a call.

Barron’s Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) 2018-2020: Data compiled by Barron’s. 2020 Award presented Apr. 2020 based on time period from Jan. 2019 - Dec. 2019.  2019 Award presented Apr. 2019 based on time period from Dec. 2017 - Dec. 2018.  2018 Award presented Apr. 2018 based on time period from Jan. 2017 - Dec. 2017. View full disclosure
Barron's Top 30 Institutional Consulting Teams (AKA Top 30 Institutional Consultants) 2016-2017: Data compiled by Barron’s. 2017 Award presented Apr. 2017 based on time period from Jan. 2016 - Dec. 2016. 2016 Award presented Apr. 2016 based on time period from Jan. 2015 - Dec. 2015 View full disclosure
The Barron's Top 30 Institutional Consulting Teams (AKA Top 30 Institutional Consultants) and Barron’s Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) ratings are evaluated on a range of factors for the team; consisting of a Financial Advisor and support staff who are compensated specifically for institutional consulting activity including the following based on prior year data: institutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant's team. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 96 institutional consulting teams were considered for Barron’s Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) rating; 96 institutional consulting teams were considered for the rating; 30 (31.25% percent of candidates) were named 2016 Barron's Top 30 Institutional Consulting Teams. 119 institutional consulting teams were considered for Barron’s Top 50 Institutional Consulting Teams (AKA Top 50 Institutional Consultants) rating; 50 (42.01% percent of candidates) were named 2018 Barron's Top 50 Institutional Consulting Teams. View full disclosure
Barron’s Top 100 Financial Advisors 2004-2022: Data compiled by Barron’s. 2022 Award presented Apr. 2022 based on time period from Jan. 2021 - Dec. 2021. 2021 Award presented Apr. 2021 based on time period from Jan. 2020 - Dec. 2020. 2020 Award presented Apr. 2020 based ontime period from Jan. 2019 - Dec. 2019. 2019 Award presented Apr. 2019 based on time period from Dec. 2017 - Dec. 2018. 2018 Award presented Apr. 2018 based on time period from Jan. 2017 - Dec. 2017. 2017 Award presented Apr. 2017 based on time period from Jan. 2016 - Dec. 2016. 2016 Award presented Apr. 2016 based on time period from Jan. 2015 - Dec. 2015. 2015 Award presented Apr. 2015 based on time period from Jan. 2014 - Dec. 2014. 2014 Award presented Apr. 2014 based on time period from Jan. 2013 - Dec. 2013. 2013 Award presented Apr. 2013 based on time period from Jan. 2012 - Dec. 2012. 2012 Award presented April 2012 based on time period from Jan. 2011 - Dec. 2011. 2011 Award presented Apr. 2011 based ontime period from Jan. 2010 - Dec. 2010.  2010 Award presented Apr. 2010 based on time period from Jan. 2009 - Dec. 2009. 2009 Award presented Apr. 2009 based ontime period from Jan. 2008 - Dec. 2008. 2008 Award presented Apr. 2008 based on time period from Jan. 2007 - Dec. 2007. 2007 Award presented Apr. 2008 based on time period from Jan. 2006 - Dec. 2006. 2006 Award presented Apr.2008 based on time period from Jan. 2005 - Dec. 2005. 2005 Award presented Apr. 2008 based on time period from Jan. 2004 - Dec. 2004.  2004 Award presented Apr. 2008 based on time period from Jan. 2003 - Dec. 2003. View full disclosure
The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for ten years in their Top 100 Advisor ratings. In Joe Montgomery’s case, they qualified for the Hall of Fame in 2019, based on 10 years on the Barron’s Top 100 Financial Advisors list. Qualifying for the Hall of Fame is a one-time event and remains in perpetuity.
Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) 2016-2021. Data compiled by SHOOK Research LLC. 2021 Award presented Aug. 2021 based on time period from 3/31/20 - 3/31/21. 2020 Award presented August 2020 based on time period from 3/31/19 - 3/31/20. 2019 Award presented Sept. 2019 based on time period from 3/31/18 - 3/31/19. 2018 Award presented Sept. 2018 based on time period from 6/30/17 - 6/30/18. 2017 Award presented Sept. 2017 based on time period from 6/30/16 - 06/30/17. 2016 Award presented Aug. 2016 based on time period from 6/30/15 - 06/30/16. View full disclosure
Forbes Best-In-State Wealth Advisors 2019-2023: Data compiled by SHOOK Research LLC. 2023 Award presented Apr. 2023 based on time period from 6/30/21 - 6/30/22. 2022 Award presented April 2022 based on time period from 6/30/20 - 6/30/21. 2021 Award presented Feb. 2021 based on time period from 6/30/19 - 6/30/20. 2020 Award presented Jan. 2020 based on time period from 6/30/18 - 6/30/19. 2019 Award presented Feb 2019 based on time period from 6/30/17 - 6/30/18. View full disclosure
The Forbes Best-in-State Wealth Advisors and Top 250 Wealth Advisors ratings algorithms are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. View full disclosure
The 2021 Virginia 500 – The Power List by Virginia Business was bestowed by Virginia Business as a result of community efforts, unrelated to the business of the firm. The 2020 Virginia 500 – The Power List by Virginia Business was bestowed by Virginia Business as a result of community efforts, unrelated to the business of the firm.

The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating . 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.
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