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Our Awards & Accolades

Explore the numerous recognitions and awards Williams Asset Management has received from respected organizations such as Forbes and The Baltimore Sun, among others. These accolades underscore our dedication and commitment to our industry, community, and clients.

Forbes Best-in-State Wealth Advisors

Previous years recognized: 2019-2025.

Investment News Best Certified Financial Planners 2026

Previous years recognized: 2025.

Baltimore Sun Best of Baltimore 2025

Previous years recognized: 2023-2024.

Best of Howard 2026 Award

Previous years recognized: 2023-2025.

BBJ Largest Wealth Management Firms 2024

Previous years recognized: 2022-2024.

2026 Greater Baltimore’s Best Places to Work, created by the Baltimore Business Journal (BBJ).  This award is based on employee opinions on various employee satisfaction factors and are not specific to financial services and do not imply an endorsement, recommendation, or reflect the performance of the advisor.  Advisor may pay a fee to hold out marketing materials. For more information, click here.

2025 Best Workplaces in Money Management, sponsored by Financial Planning and conducted by Best Workplaces Group. This award is based on workplace culture and employee experience. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Advisor may pay a fee to hold out marketing materials.

2025 Baltimore’s Best Financial Advisor, created by The Baltimore Sun. Published on June 22, 2025. Data based on voting period between April to May 2025. Award winners are determined by readers voting for local financial planning businesses in Baltimore, MD. Readers were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor.

2025 Best of Baltimore Readers’ Poll- Financial Planner category Finalist, created by Baltimore Style Magazine. Presented in August 2025. Data is based on the voting period between 4/28/25-5/25/25. Winners and finalists are determined by readers voting for local financial planning businesses in Baltimore, MD. Readers were able to vote more than once. This award does not imply an endorsement, or recommendation, or reflect the performance of the advisor.

Gary S. Williams, CFP®, CRPC®, AIF® named 2026 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Published by Forbes on April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Forbes.

2024 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 11/01/2024. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. 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.

The Baltimore Sun’s Best of Howard 2026 Readers’ Choice Poll is sponsored by The Baltimore Sun and is based on votes submitted by readers from June 6- June 21st, 2026 with the official results published on August 9, 2026. This recognition is based solely on reader votes and does not reflect an independent evaluation of investment advice, performance, or client outcomes. Williams Asset Management did not provide compensation to The Baltimore Sun for this recognition. This award is not indicative of future investment performance and does not guarantee that a client or prospective client will experience a higher level of performance or results. For more information, click here.

Gary S. Williams, CFP®, CRPC®, AIF® has been named 2024 Best Financial Planners, Created by Money. Presented in September 2024 based on data gathered in 2024. Not indicative of advisor’s future performance. Your experience may vary.

Gary S. Williams, CFP®, CRPC®, AIF® Named 2026 5-Star Financial Planners,created by InvestmentNews, presented in April 2026 based on data collected during the previous year. 231 participants were considered, 80 were recognized. Not indicative of firm’s future performance. Your experience may vary. Click here for more award information. A fee was not paid by either Williams Asset Management or its investment professionals to receive the award or ranking but may have completed self-surveys for consideration or provided compensation for use of recognition in marketing materials. The award or ranking is based upon specific criteria and methodology. Recognitions were determined through a combination of third party research, data analysis, public voting, or other independent methodology.  No ranking or recognition should be construed as an endorsement by any past or current client of Williams Asset Management or its investment professionals.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Williams Asset Management or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Williams Asset Management or its investment professionals to receive the award or ranking but may have completed self-surveys for consideration or provided compensation for use of recognition in marketing materials. The awards or rankings are based upon specific criteria and methodology. Recognitions were determined through a combination of third party research, data analysis, public voting, or other independent methodology.  No ranking or recognition should be construed as an endorsement by any past or current client of Williams Asset Management or its investment professionals. Certain recognitions contained above maybe have been received by a specific individual representative of Williams Asset Management and may not be applicable to every representative of the firm.