Awards were granted by independent third parties using their own selection methods, without any fee paid by DWM for consideration or selection. They are not indicative of future results, do not guarantee investment performance, and may not reflect any particular client's experience.
Worth’s Top RIA Firms 2025- https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
DWM was included in the Worth Media Group’s Top RIAs For of 2025. The list is created and tabulated by Worth Media, in collaboration with Institutional Shareholder Servies (“ISS”). No compensation was provided by DWM to Worth Media or ISS in connection with receiving this ranking. More information about the methodology is available here.
CNBC’s Financial Advisor 100 : Best financial advisors, top firms for 2025 ranked- https://www.cnbc.com/2025/10/01/best-financial-advisors.html
DWM was included in the CNBC’s Financial Advisor 100 ranking list published on October 1, 2025. The list is created and tabulated by CNBC through a blend of data analysis and editorial review. No compensation was provided by DWM to CNBC in connection with receiving this ranking. More information about the methodology is available here.
