2020 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2020 RIA Ranking by Total Assets.”*
Top 300 Registered Investment Advisers
In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2020
In April 2020, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisers 2019
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
Five Star Professional Five Star Wealth Managers - October 2019
Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia magazine’s Top Financial Professionals* listing which was featured in the September 2019 issue.
2019 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
Top 300 Registered Investment Advisers
In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2019
In April 2019, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Five Star Professional Five Star Wealth Managers - October 2018
Kimberly A. Cox, CFP® was recognized as a Five Star Wealth Manager by Five Star Professional* in October 2018.