
Harold J. Trischman, MBA
Listed below are some of the accolades that we have received for our work within the Financial Services Industry. Also, there are videos from our advisors so that you can get to know our team and our values.
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2025 Barron's Top 250 Private Wealth Management Teams
Source: Barrons.com (Awarded April 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023-2025 Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barrons.com Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023-2024 Forbes America's Top Wealth Management Team for High Net Worth
Source: Forbes.com (Awarded Nov 2023 & 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23 & 3/31/23–3/31/24.
2023-2025 Forbes Best-In-State Wealth Management Teams
(Source: Forbes. Awarded Jan 2023, 2024, 2025. Data compiled by SHOOK Research for the period 3/31/21–3/31/22, 3/31/22–3/31/23, 3/31/23–3/31/24. Awards Disclosures++)++
2022-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded APR 2022, 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21, 6/30/21 - 6/30/22, 6/30/22 - 6/30/23, 6/30/23 - 6/30/24.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22, 6/30/22 - 6/30/23, 6/30/23 - 6/30/24.
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Source: Forbes (Awarded Aug 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/24–3/31/25.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023, 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22, 9/30/22 - 9/30/23.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.