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.

Barron’s Hall of Fame Advisor

To become a Barron’s Hall of Fame Advisor, candidates must place on one of the publication’s industry leader rankings (Barron’s Top 100 Financial Advisors or Barron’s Top 100 Independent Advisors) for at least 10 years.

Barron’s Top 100 Private Wealth Management Teams

The Barron’s rating awarded annually in March and based on information from the prior year’s Q4.

Barron’s Top 100 Financial Advisors

The Barron’s rating awarded annually in April and based on information from a 12-month period ending December of the prior year.

Barron’s Top 100 Independent Advisors

The Barron’s rating awarded annually in April and based on information from a 12-month period ending December of the prior year.

Barron’s Top 100 Women Financial Advisors

The Barron’s rating awarded annually in June and based on information from Q1 of the award year.

Barron’s Top 1200 Financial Advisors

The Barron’s rating awarded annually in March and based on information from the prior year’s Q3.

Barron’s Top Advisors by State

The Barron’s rating awarded annually in March and based on information from the prior year’s Q3.

Financial Times | On Wall Street Top 40 Advisors Under 40

The Financial Times On Wall Street Top 40 Advisors Under 40 ranking has been completed by Ignites Research, which is FT’s sister company. The ranking is awarded annually in April based on information from a 12-month period ending December of the prior year.

Financial Times 400 Top Financial Advisers

The Financial Times 400 Top Financial Advisers ranking has been completed by Ignites Research, which is FT’s sister company. The ranking is awarded annually in April based on information from a 12-month period ending December of the prior year.

Forbes Best-In-State Wealth Management Teams

Completed by SHOOK Research. The current year ranking was awarded in January of this year, based on information from March of the previous year.

Forbes America’s Top Wealth Management Teams Private Wealth

The Forbes ranking is compiled by SHOOK Research and awarded annually in November based on information from March of the prior year.

Forbes America’s Top Wealth Management Teams High Net Worth

The Forbes ranking is compiled by SHOOK Research and awarded annually in November based on information from March of the prior year.

Forbes Best-In-State Wealth Advisors

The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

Forbes Top 250 Wealth Advisors

The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

Forbes Top Next-Gen Wealth Advisors /America’s Top Next-Gen Wealth Advisors

The Forbes rating is compiled by SHOOK Research and awarded annually in August based on information from a 12-month period ending December of the prior year.

Forbes Top Women Wealth Advisors / Best-In-State Women Wealth Advisors

The Forbes ranking is compiled by SHOOK Research and awarded annually in February based on information from a 12-month period ending September of the prior year.

Working Mother and SHOOK Research’s Top Wealth Advisor Moms

The Forbes rating is compiled by SHOOK Research and awarded annually in October based on information from a 12-month period ending December of the prior year.