#1 nationally
Charles Zhang
Top 100 Independent Advisors
Ranking released September 14, 2026; data period ended June 30, 2026.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosuresExplore notable 2025 and 2026 industry honors. Discover the people, understand the recognition, and make your own connections.
Explore the honorsEach honor is credited to its issuer and linked to a source. This is a selection of published recognitions, not a comprehensive ranking or a Fortune 100 Brokers award.
#1 nationally
Top 100 Independent Advisors
Ranking released September 14, 2026; data period ended June 30, 2026.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosures#3 nationally
Top 100 Independent Advisors
Kayne Anderson Rudnick Investment Management.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosures2026 winner
Advisor of the Year · West
Regional award in the organizer’s annual program.
Category finalists are reviewed by judges; the highest combined judging score determines the winner.
Methodology & disclosures2026 winner
Advisor of the Year · Midwest
Regional award in the organizer’s annual program.
Category finalists are reviewed by judges; the highest combined judging score determines the winner.
Methodology & disclosures2026 winner
Alternative Investments Advisor of the Year
Specialist category in the organizer’s annual program.
Category finalists are reviewed by judges; the highest combined judging score determines the winner.
Methodology & disclosures2026 winner
ESG / Responsible Investing Advisor of the Year
Specialist category in the organizer’s annual program.
Category finalists are reviewed by judges; the highest combined judging score determines the winner.
Methodology & disclosuresSelections are grouped by year and category, not ordered as a cross-publisher league table. Category names, data periods, and methods differ. Recognition does not establish future results or personal suitability.
Community Choice is a separate public vote. Every profile starts at zero, and the published voting rules explain how support is counted.
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