The success of 1919 as a firm is the story of two guiding principles — a steadfast commitment to doing right by our clients and the ability to continuously adapt over more than 100 years.


Date
All data is as of March 31, 2025. Client retention data is as of December 31, 2024.
Awards & Rankings

Barron's Top 100 RIA Firms

FA Magazine RIA Survey & Ranking

Forbes Top RIA Firms
Awards and rankings are not indicative of future performance. Registration of an investment advisor does not imply a certain level of training or skill. No fee was paid for participation in the rankings. See Forms & Disclosures for additional information.
Our Clients’ Greatest Advocates for Over 100 Years


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What Brings You Here?

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