Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if GW & Wade, LLC (“GW & Wade”) is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of GW & Wade or its Counselors by any of its clients. Such rating may not be representative of any one client’s experience. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized firm on the employee’s behalf.
Please see below for a more detailed description of the criteria used with respect to the awards and recognitions granted to GW & Wade and/or its individual Counselors. Previous years’ awards were recognized around the same time each year for the prior year.
- Barron’s Top RIA Firm ranking was awarded in October 2022 for the year ending 12/31/2021.
- Forbes Top RIA Firm ranking was awarded in October 2022 for the year ending 12/31/2021.
- GW & Wade was recognized by Citywire in July 2022 for the year ending 12/31/21.
- BBJ recognized GW & Wade in July 2022 as a Largest Independent Advisor for the twelve months ending 6/1/22.
- Financial Advisor Magazine’s ranking was awarded in July 2022 and is based on assets under management (AUM) for the year ending 12/31/2021.
- Five Star’s awards were made in February 2022 based on data gathered from 2021.
Compensation paid to Forbes and Barron’s for use and promotion of ratings.
For important disclosures please see below: