09/14/2026
We are proud to announce that Dave has been named one of AdvisorHub’s 2026 Top 400 Advisors under $1B to watch! He is ranked #95 overall out of the 400 advisors honored. This is the fourth consecutive year he has received this recognition, but his first year in the Under $1 Billion category. AdvisorHub received nominations for their awards from over 2,170 firms and advisors. Advisors are ranked on:
1) Scope of Practice measured by assets, production and level of service;
2) Growth of practice consisting of year over year growth in assets, households and production; and lastly,
3) Professionalism, which includes regulatory record, community service, and team diversity.
Check out the full article here: https://www.advisorhub.com/advisors-to-watch-under-1b-2026/