Two top advisors

Barron's Top 1200 Financial Advisors of 2024


We are thrilled to share some exciting news with you! Two of our advisors, Greg Smith and Simon Hamilton, have once again been named among Barron's Top 1,200 Financial Advisors for 2024. This prestigious ranking recognizes the top advisors across the United States, and we are incredibly proud to have two of the top 30 ranked in Virginia.

We understand that entrusting your financial well-being to others is a significant decision and hope to have the opportunity to become your trusted financial partners. This recognition of our team members is a testament to the collective expertise, dedication, and client-centric approach of the entire Wise Investor Group.

We will work tirelessly to understand your unique financial goals and develop a tailored plan to help you achieve them. We believe in building long-term relationships, founded on trust, and are dedicated to providing the personalized attention, innovative strategies, and comprehensive wealth management solutions you deserve.

We invite you to experience the difference that working with a Barron's Top 1,200 Financial Advisor team can make in your financial life. Please contact us today to schedule a consultation and discover how The Wise Investor Group can help you navigate the complexities of wealth management and achieve your financial aspirations.

Thank you for considering The Wise Investor Group!

About Barron’s Top 1,200 Financial Advisors
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.37 trillion as of December 31, 2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com