Top Fee-Only Financial Advisers
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
*Washingtonian: Top Fee-Only Financial Planners
To arrive at the names of the area’s top financial advisers—the
Five Star Professional Five Star Wealth Managers
Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia magazine’s Top Financial Professionals* listing which was featured in the September 2019 issue.
2019 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
Top 300 Registered Investment Advisers
In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS
In April 2019, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Five Star Professional Five Star Wealth Managers
Kimberly A. Cox, CFP® was recognized as a Five Star Wealth Manager by Five Star Professional* in October 2018.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2018 issue.
2018 RIA Ranking by Total Assets
In July, West Financial Services was included in Financial Advisor magazine’s “2018 RIA Ranking by Total Assets.”*
Above and Beyond Award
In April 2018, West Financial Services was honored with the Above and Beyond Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS
In March 2018, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisors
In January 2018, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in Washingtonian magazine.
Patriot Award Presented
In October 2017, Glen Buco, Kimberly Cox, and Kirstie Martinez received the Patriot Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) Chairman. This award was given based on the support they provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2017 issue.
2017 RIA Ranking by Total Assets
In July, West Financial Services was included in Financial Advisor magazine’s “2017 RIA Ranking by Total Assets.”*
300 Top Registered Investment Advisers
In June 2017, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
Top Financial Professionals
Kristan Anderson, Glen Buco and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2016 issue.
2016 RIA Ranking by Total Assets
In July, West Financial Services was included in Financial Advisor magazine’s “2016 RIA Ranking by Total Assets."*
300 Top Registered Investment Advisers
In June 2016, the Financial Times recognized West Financial Services as one of the "300 Top Registered Investment Advisers in the U.S."*
Top Fee-Only Financial Advisers
In April 2016, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in the Washingtonian.
InvestmentNews’ Best Practices Award: Top Performing Firm
In October 2015, West Financial Services was one of 24 firms to receive InvestmentNews’ Best Practices Award.*
Top Financial Professionals
Kristan Anderson and Glen Buco were named to the Northern Virginia Magazine's Top Financial Professionals* listing which was featured in the September 2015 issue.
Financial Advisor Magazine’s “2015 RIA Ranking by Total Assets”
In July, West Financial Services was included in Financial Advisor magazine’s “2015 RIA Ranking by Total Assets.”*
Top Money Advisers
Washington’s Premier Wealth Advisors
West Financial Services was listed as one of Washington’s Premier Wealth Advisors* by NABCAP (National Association of Board Certified Advisory Practices) in the September 2014 issue of the Washington Business Journal.
Top Financial Professionals
Kristan Anderson, Glen Buco and Kim Cox were named to the Northern Virginia Magazine's Top Financial Professionals* listing which was featured in the September 2014 issue.
Financial Advisor Magazine’s “2014 RIA Ranking by Total Assets”
In July, West Financial Services was included in Financial Advisor magazine’s “2014 RIA Ranking by Total Assets.”*
300 Top Registered Investment Advisers
In June 2014, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.