Additional Awards and Rankings Information

Additional Awards and Rankings Information

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results.

FORBES

America's Top Wealth Advisors:
Forbes/SHOOK Top Wealth Advisors (04/04/23). Data as of 06/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Forbes/SHOOK Top Wealth Advisors (04/04/2023, data as of 06/30/2022); (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17); (08/03/16, data as of 06/30/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Top Wealth Advisors Best-In-State:
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23). Data as of 06/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/2023, data as of 06/30/2022); (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17); (08/03/16, data as of 06/30/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Top Women Wealth Advisors:
Forbes/SHOOK Top Women Wealth Advisors (02/02/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Forbes/SHOOK Top Women Wealth Advisors (02/02/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20); (04/21/20, data as of 09/30/19); (04/30/19, data as of 09/30/18); (05/01/18, data as of 09/30/17); (02/28/17, data as of 09/30/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top Women Advisors Best-In-State:
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/02/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/02/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20); (04/21/20, data as of 09/30/19); (04/30/19, data as of 09/30/18); (05/01/18, data as of 09/30/17); (02/28/17, data as of 09/30/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top Next Gen Wealth Advisors
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/08/23). Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

Multi Year:
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/08/23, data as of 03/31/23); (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/22/20, data as of 03/31/20); (06/25/19, data as of 03/31/19); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results.

Top Next Gen Wealth Advisors Best-In-State 
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/08/23). Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/08/23, data as of 03/31/23); (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/22/20, data as of 03/31/20); (06/25/19, data as of 03/31/19); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

America's Top Wealth Management Teams
Forbes/SHOOK America's Top Wealth Management Teams (11/07/23, data as of 03/31/23); (11/08/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year (2022):
Forbes/SHOOK America's Top Wealth Management Teams (11/08/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Americas Top Wealth Management Teams Best In State
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/9/24). Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/9/24, data as of 3/31/23); (1/12/23, data as of 3/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.


BARRON'S

Top 100 Financial Advisors
Barron's Top 100 Financial Advisors (04/14/23). Data as of 12/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Barron's Top 100 Financial Advisors (04/14/23, data as of 12/31/22); (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18); (04/21/18, data as of 12/31/17); (04/15/17, data as of 12/31/16); (04/16/16, data as of 12/31/15). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top 100 Women Financial Advisors
Barron's Top Women Financial Advisors (06/16/23). Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Barron's Top Women Financial Advisors (06/16/23, data as of 03/31/23); (06/17/22, data as of 03/31/22); (06/18/21, data as of 03/31/21); (07/17/20, data as of 03/31/20); (06/07/19, data as of 03/31/19); (06/08/18, data as of 03/31/18); (06/15/17, data as of 03/31/17); (06/04/16, data as of 03/31/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top 1200 Financial Advisors
Barron's Top 1,200 U.S. Financial Advisors (03/10/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Barron's Top 1,200 U.S. Financial Advisors (03/10/23, data as of 09/30/22); (03/11/22, data as of 09/30/21); (03/12/21, data as of 09/30/20); (03/13/20, data as of 09/30/19); (03/08/19, data as of 09/30/18); (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16); (03/05/16, data as of 09/30/15). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top 100 Wealth Management Teams 
Barron's Top 100 Private Wealth Management Teams (04/16/23). Data as of 12/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Barron's Top 100 Private Wealth Management Teams (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/20, data as of 12/31/19); (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Top 100 Independent Advisors
Barron's Top 100 Independent Advisors (09/18/23, data as of 03/31/2023). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Multi Year:
Barron's Top 100 Independent Advisors (09/18/23, data as of 03/31/2023); (09/16/22, data as of 06/30/2022); (09/17/21, data as of 06/30/2021); (09/11/20, data as of 06/30/2020); (09/13/19, data as of 06/30/2019); (09/14/18, data as of 06/30/2018); (09/15/17, data as of 06/30/2017). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.