
State of the Markets
Darrell Cronk, President of Wells Fargo Investment Institute, shares his insights on current market conditions and what may lie ahead.
Read more about State of the MarketsWe commit ourselves to surpassing professional benchmarks to give you the best of our abilities. As a result, we are proud to remain recognized as a top team in the nation by the industry’s most prominent financial publications.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. View full disclosure Fee paid for use of marketing materials.
2026 Forbes Top 250 Wealth Advisors – Ryan Sprowls, President & CEO. Disclosure: 2026 Forbes Top 250 Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). View full disclosure Fee paid for use of marketing materials.
2026 Forbes Best-In-State Wealth Advisors – Ryan Sprowls, President & CEO. Disclosure: 2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). View full disclosure Fee paid for use of marketing materials.
2026 Barron’s Top 1,500 Financial Advisors – Ryan Sprowls, President & CEO. Disclosure: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). View full disclosure Fee paid for use of marketing materials.
2025 Barron’s Top 100 Independent Advisors – Ryan Sprowls, President & CEO Disclosure: 2025 Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron's based on the time period from July 2024 - June 2025 (Source: Barrons.com). View full disclosure Fee paid for use of marketing materials.
Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. View full disclosure Fee paid for use of marketing materials.
2026 Forbes Top 250 Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). View full disclosure Fee paid for use of marketing materials.
2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). View full disclosure Fee paid for use of marketing materials.
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). View full disclosure Fee paid for use of marketing materials.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 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. View full disclosure
2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). View full disclosure
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View full disclosure
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). View full disclosure
2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View full disclosure. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
2024 Forbes Top 250 Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) View full disclosure
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). View full disclosure
2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). View full disclosure
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View full disclosure
The Five Star Wealth Manager award was issued on 10/16/2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required="" data-val-required="true": 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3408 Washington D.C.-area wealth managers were considered for the award; 172 (5 % of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
The Five Star Wealth Manager award was issued on 10/16/2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required="" data-val-required="true": 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3408 Washington D.C.-area wealth managers were considered for the award; 172 (5 % of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View full disclosure
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View full disclosure
2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). View full disclosure
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). View full disclosure
2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). View full disclosure
The Five Star Wealth Manager award was issued by Five Star Professional (FSP). This award was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. Fee paid for use of marketing materials. 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. 2,627 Washington, D.C.-area wealth managers were considered for the award; 160 (6% of candidates) were named 2023 Five Star Wealth Managers. View full disclosure
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