Awards & Accolades

Williams Asset Management is respected in the financial community and has received the following awards and recognitions:

 

Forbes Best Wealth Advisor in Maryland 2019-2024

    2019 Press Release | 2020 Press Release | 2021 Press Release | 2022 Press Release | 2023 Press Release | 2024 Press Release


2019-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research.  Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit Forbes.com.

 

 

Baltimore Business Journal
 

2023 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 12/01/2023. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. An unknown number of Advisors were invited to submit information for consideration. These numbers were not independently verified. Advisors may pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. Click here for the most recent award information. 

2022 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 12/2/2022. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. An unknown number of Advisors were invited to submit information for consideration. These numbers were not independently verified.  Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information, click here.

2020 Baltimore Business Journal Financial Planners List, created by Baltimore Business Journal. The 2020 award was presented in December 2020 based on data gathered in 2020. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey.  24 firms were recognized. Advisors do not pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 

 

 

BBJ 2023 Top Wealth Advisor List
 

 

 

 

Williams Asset Management Named One of the Largest Wealth Management Companies in the Baltimore Business Journal
 

 

 

 

Baltimore Business journal Financial Planner award 2021