BARRON'S
Joe Montgomery,
Managing Director - Investments
Barron’s Top 1,200 Financial Advisors, 2015 – 2025
Barron’s Top 100 Financial Advisors, 2004 – 2024
Barron’s Top 1,000 Financial Advisors, 2009 – 2013
The Optimal Service Group of Wells Fargo Advisors
Barron’s Top 100 Institutional Consulting Teams, 2021 – 2023
Barron’s Top 50 institutional Consulting Teams, 2018 – 2020
Barron’s Top 30 Institutional Consulting Teams, 2015 – 2017
Joe Montgomery,
Managing Director - Investments
Barron’s Advisory Hall of Fame, 2019
FORBES
Joe Montgomery,
Managing Director - Investments
Forbes Best-In-State Wealth Advisors, 2018 - 2025
Forbes Americas Top 250 Wealth Advisors, 2016 – 2025
The Optimal Service Group of Wells Fargo Advisors
Forbes Best-In-State Wealth Management Teams, 2024 – 2025
Forbes Top Wealth Management Teams Private Wealth, 2024
ADVISORHUB
Joe Montgomery,
Managing Director - Investments
AdvisorHub Advisors to Watch 150 Advisors over $1Bil – 2024 & 2025
Gerald R. Ford Legends Award – The Rimington Trophy
Joe Montgomery,
Managing Director - Investments
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.
Virgina Sports Hall of Fame
Joe Montgomery,
Managing Director - Investments
Distinguished Virginian Award, 2023
FINANCIAL TIMES
Joe Montgomery,
Managing Director - Investments
2017 Financial Times Top 400 Advisors
2018 Financial Times Top 400 Advisors
2019 Financial Times Top 400 Advisors
Barron's Top 1,200 Financial Advisors 2015-2025. Data compiled by Barron’s. 2025 Award presented March 2025 based on Oct. 2023 - Sept. 2024. 2024 Award presented March 2024 based on Oct. 2022 - Sept. 2023. 2023 Award presented March 2023 based on Oct. 2021 - Sept. 2022. 2022 Award presented March 2022 based on Oct. 2020 - Sept. 2021. 2021 Award presented 2021 based on Oct. 2019 - Sept. 2020. 2020 Award presented March 2020 based on Oct. 2018.- Sept. 2019. 2019 Award presented March 2019 based on Oct. 2017 - Sept. 2018. 2018 Award presented March 2018 based on Oct. 2016 - Sept. 2017. 2017 Award presented March 2017 based on Oct. 2015 - Sept. 2016. 2016 Award presented March 2016 based on Oct. 2014 - Sept. 2015. 2015 Award presented February 2015 based on Oct. 2013 - Sept. 2014. The Barron’s Top 1,200 Financial 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.
Barron’s Top 100 Financial Advisors 2004-2024: Data compiled by Barron’s. 2024 Award presented May 2024 based on Jan. 2023 - Dec. 2023. 2023 Award presented April 2023; based on Jan. 2022 - Dec. 2022. 2022 Award presented Apr. 2022 based on Jan. 2021 - Dec. 2021. 2021 Award presented Apr. 2021 based on Jan. 2020 - Dec. 2020. 2020 Award presented Apr. 2020 based on Jan. 2019 - Dec. 2019. 2019 Award presented Apr. 2019 based on Dec. 2017 - Dec. 2018. 2018 Award presented Apr. 2018 based on Jan. 2017 - Dec. 2017. 2017 Award presented Apr. 2017 based on Jan. 2016 - Dec. 2016. 2016 Award presented Apr. 2016 based on Jan. 2015 - Dec. 2015. 2015 Award presented Apr. 2015 based on Jan. 2014 - Dec. 2014. 2014 Award presented Apr. 2014 based on Jan. 2013 - Dec. 2013. 2013 Award presented Apr. 2013 based on Jan. 2012 - Dec. 2012. 2012 Award presented April 2012 based on Jan. 2011 - Dec. 2011. 2011 Award presented Apr. 2011 based on Jan. 2010 - Dec. 2010. 2010 Award presented Apr. 2010 based on Jan. 2009 - Dec. 2009. 2009 Award presented Apr. 2009 based on Jan. 2008 - Dec. 2008. 2008 Award presented Apr. 2008 based on Jan. 2007 - Dec. 2007. 2007 Award presented Apr. 2008 based on Jan. 2006 - Dec. 2006. 2006 Award presented Apr.2008 based on Jan. 2005 - Dec. 2005. 2005 Award presented Apr. 2008 based on Jan. 2004 - Dec. 2004. 2004 Award presented Apr. 2008 based on Jan. 2003 - Dec. 2003. View full disclosure
Barron’s Top 1,000 Financial Advisors 2009-2013. Data compiled by Barron’s. 2013 Award presented February 2013 based Oct. 2011 - Sept. 2012. 2012 Award presented February 2012 based on Oct. 2010 - Sept. 2011. 2011 Award presented February 2011 based on Oct. 2009 - Sept. 2010. 2010 Award presented February 2010 based on Oct. 2008 - Sept. 2009. 2009 Award presented February 2009 based on Oct. 2007 - Sept. 2008 View full disclosure
Barron's Top 100 Institutional Consulting Teams 2021 – 2023. Data compiled by Barron’s. 2023 Award presented April 2023 based on Jan 2022 – Dec.2022. 2022 Award presented April 2022 based on 2021 – Dec.2021. 2021 Award presented April 2021 based on Jan 2020 – Dec.2020 The Barron's Top 100 Institutional Consulting Teams (AKA Top 100 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. 145 institutional consulting teams were considered for the rating; 100 (69% of candidates) were named 2023 Barron's Top 100 Institutional Consulting Teams.161 institutional consulting teams were considered for the rating; 100 (62% of candidates) were named 2022 Barron's Top 100 Institutional Consulting Teams.172 institutional consulting teams were considered for the rating; 100 (58% of candidates) were named 2021 Barron's Top 100 Institutional Consulting Teams.
Barron’s Top 50 Institutional Consulting Team (AKA Top 50 Institutional Consultants) 2018 – 2020. Data compiled by Barron’s. 2020 Award presented April 2020 based on Jan. 2019 - Dec. 2019. 2019 Award presented April 2019 based on Dec. 2017 - Dec. 2018. 2018 Award presented April 2018 based on Jan. 2017 - Dec. 2017. The 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. 119 institutional consulting teams were considered for the rating; 50 (42.01% of candidates) were named 2018 Barron's Top 50 Institutional Consulting Teams.
Barron's Top 30 Institutional Consulting Teams (AKA Top 30 institutional Consultants) 2015-2017: Data compiled by Barron’s. 2017 Award presented April 2017 based on Jan. 2016 - Dec. 2016. 2016 Award presented April 2016 based on Jan. 2015 - Dec. 2015. 2015 Award presented April 2015 based on Jan. 2014 - Dec. 2014.
The Barron's Top 30 Institutional Consulting Teams (AKA Top 30 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 the rating; 30 (31.25% of candidates) were named 2016 Barron's Top 30 Institutional Consulting Teams. 60 institutional consulting teams were considered for the rating; 30 (50% of candidates) were named 2015 Barron's Top 30 Institutional Consulting Teams.
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 Best-In-State Wealth Advisors 2018 – 2025. Data compiled by SHOOK Research LLC. (Source: Forbes.com) 2025 Award presented April 2025 based on 6/30/23- 6/30/24. 2024 Award presented April 2024 based on 6/30/22 - 6/30/23. 2023 Award presented April 2023 based on 6/30/21 - 6/30/22. 2022 Award presented April 2022 based on 6/30/20 - 6/30/21.
2021 Award presented February 2021 based on 6/30/19 - 6/30/20. 2020 Award presented January 2020 based on 6/30/18 - 6/30/19. 2019 Award presented February 2019 based on 6/30/17 - 6/30/18. 2018 Award presented February 2018 based on 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is 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.
Forbes Top 250 Wealth Advisors 2016 – 2025. Data compiled by SHOOK Research LLC. (Source: Forbes.com) 2025 Award presented April 2025 based on 6/30/23 - 6/30/24. 2024 Award presented April 2024 based on 6/30/22 - 6/30/23. 2023 Award presented April 2023 based on 6/30/21 - 6/30/22. 2022 Award presented August 2022 based on 3/31/21 - 3/31/22.
2021 Award presented August 2021 based on 3/31/20 - 3/31/21. 2020 Awards presented August 2020 based on 3/31/19 - 3/31/20. 2019 Award presented September 2019 based on 3/31/18 - 3/31/19. 2018 Award presented September 2018 based on 6/30/17 - 6/30/18. 2017 Award presented September 2017 based on 6/30/16 - 06/30/17. 2016 Award presented August 2016 based on 6/30/15 - 06/30/16. The Forbes Top 250 Wealth Advisors rating algorithm is 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.
Forbes Best-in-State Wealth Management Teams 2024 – 2025. 2025 Award presented January 2025 based on 3/31/23 - 3/31/24. (Source: Forbes.com). 2024 Award presented January 2024 based on 3/31/22 - 3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024 based on ; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Wealth Management Teams Private Wealth rating algorithm is 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.
The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub 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. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch. 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.
2017 Financial Times 400 Top Financial Advisors; Awarded March 2017; Data compiled by Ignites Research based on the time period from 9/30/14- 9/30/16 (Source: ft.com)The Financial Times 400 Top Financial Advisors rating algorithm is based on Assets under management, Assets under management growth rate, years of experience, compliance records, industry certifications, online accessibility and other criteria by Ignites Research. 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. 796 wealth managers were considered for the rating; 400 (50.2% of candidates) were named 2017 Financial Times 400 Top Financial Advisors.
2018 Financial Times 400 Top Financial Advisors; Awarded March 2018; Data compiled by Ignites Research based on the time period from 06/30/2015- 06/30/2017 (Source: ft.com)The Financial Times 400 Top Financial Advisors rating algorithm is based on Assets under management, Assets under management growth rate, years of experience, compliance records, industry certifications, online accessibility and other criteria by Ignites Research. 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. 883 wealth managers were considered for the rating; 400 (45.3% of candidates) were named 2018 Financial Times 400 Top Financial Advisors.
2019 Financial Times 400 Top Financial Advisors; Awarded April 2019; Data compiled by Ignites Research based on the time period from 06/30/2015- 06/30/2018 (Source: ft.com)The Financial Times 400 Top Financial Advisors rating algorithm is based on Assets under management, Assets under management growth rate, years of experience, compliance records, industry certifications, online accessibility and other criteria by Ignites Research. 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. 960 wealth managers were considered for the rating; 400 (41.6% of candidates) were named 2019 Financial Times 400 Top Financial Advisors.
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