Thoughts and musings from my desk to you.

Segment Ranked #19 in Texas: BARRON’S Top 1200

Advisory Firm

We are proud to be included once again in Barron’s “Top 1,200 Financial Advisors,” where we are ranked #19 among advisors in Texas and #5 in Houston.

We have made the list 10 times since 2009, and have ranked consecutively for the last eight years. We are proud that our position on the list has improved every year. In 2017, we were #85 in Texas, and this year we find ourselves at #19 in the state and #5 in Houston. We hold a similar spot on the Forbes Best-In-State ranking for 2023.

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Gil's Musings

Learn about the world of investing from an industry veteran. Gil's Musings are inspired by Gil's thoughts on timely finance topics, stock market trends and the psychology behind smart investments.

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