This award was issued on 10/15/2025 by Five Star Professional (FSP) for the time period 01/15/2025 through 08/01/2025. Fee paid for use of marketing materials. 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. 3811 Washington D.C.-area wealth managers were considered for the award; 156 (4 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,408, 172, 5%, 10/16/24, 1/9/24 - 8/9/24; 2023: 2,627, 160, 6%, 10/17/23, 1/9/23 - 7/31/23; 2022: 2597, 159, 6%, 10/17/22, 1/10/22 - 8/26/22; 2021: 2091, 129, 6%, 10/17/21, 1/4/21 - 7/23/21; 2020: 2535, 115, 5%, 9/1/20, 1/27/20 - 8/21/20; 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 13%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11.

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Five Star Wealth Manager Awards – Washington, DC (multiple years)
This award was issued on 10/15/2025 by Five Star Professional (FSP) for the time period 01/15/2025 through 08/01/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options. The award is based on 10 objective criteria. Click here for more details.

In 2025, 3,811 Washington, DC-area wealth managers were considered for the award; 156 (4% of candidates) were named Five Star Wealth Managers.

Washingtonian Awards (multiple years)
The Washingtonian editorial team distributes surveys to hundreds of people who work in the local financial industry. They are asked who they would trust with their own money. The team also does their own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Northern Virginia Magazine Awards (multiple years)
Northern Virginia Magazine sends surveys to Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The editorial staff then vets those nominated to compile the final list. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Advisory HQ (multiple years)
Advisory HQ independently researches the top financial advisors and wealth management firms across the US, rating the best companies in each region. Their ranking process includes a wide range of filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services, team excellence, and wealth of experience. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

AdvisorHub (2025)
The Advisors to Watch ranks advisors on the basis of 1) scale and quality of practice, 2) year over year growth and 3) overall professionalism. Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Click here for a detailed overview of their methodology.

Participation in this ranking is open to any firm or advisor and there are no fees for participation. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.