Recent Professional Recognition
Forbes Top Wealth Management Teams
2022 - Forbes Magazine named The Caudron Megary Blackburn Wealth Management Group of Wells Fargo Advisors one of the Top Wealth Management Teams.
Barron's Top 1,200 Financial Advisors
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 - Since 2015 Barron's has named Tristan M. Caudron to the Top 1,200 Advisors in the U.S.
Forbes Magazine Top 250 Wealth Advisors
2021, 2022, 2023 - Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors.
Forbes Best-in-State Wealth Advisors
2020, 2021, 2022, 2023 - Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's Best-in-State Wealth Advisors.
Forbes Best-in-State Women Advisors
2023 - Forbes Magazine named Laurie Blackburn, one of the Forbes Best-in-State Women Wealth Advisors.
Forbes Top Women Wealth Advisors
2020 - Forbes Magazine named Laurie Blackburn, one of the Forbe's Magazine's top Women Wealth Advisors.
*The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
*The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.