Awards

CNBC Top 100 Financial<br />Advisors<br />2025

Date rating given: October 1, 2025

The CNBC rankings are based on data culled from 40,563 advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management, number of states where the RIA is registered, and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

Top Financial Advisors in California 2025<br/>Mark Hebner

Date rating given: March 10, 2025

Mark Hebner was recognized by Barron’s as one of the Top Financial Advisors for 2025. The date of this recognition is March 10, 2025. The rankings are based on data provided by around 7,000 of the nation's most productive advisors. The ranking criteria include a combination of both quantitative and qualitative factors: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't 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.

CNBC Top 100 Financial<br />Advisors<br />2024

Date rating given: October 1, 2024

The CNBC rankings are based on data culled from 40,896 advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

AdvizorPro
Top 100 Independent RIAs 2024
#51

Date rating given: June 17, 2025

AdvizorPro sources its data directly from the Form ADV. The rankings equally account for AUM and count of individual clients. Factors included in the rankings were: firm is an independent RIA, no employees who are registered representatives of a broker-dealer, no more than 50% of AUM to pooled investment vehicles, no more than 25% of AUM to pension and profit-sharing plans, manages assets for individual clients, no more than 25% of AUM to corporations or other businesses, provides financial planning services, more than 500 financial planning clients.

Barron's
Top Financial Advisors in California 2024
Mark Hebner

Date rating given: March 7, 2024

Mark Hebner was recognized by Barron’s as one of the Top Financial Advisors for 2024. The date of this recognition is March 7, 2024.The rankings are based on data provided by around 6,000 of the nation's most productive advisors. The ranking criteria include a combination of both quantitative and qualitative factors: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't 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.

CNBC
CNBC Top 100 Financial Advisors
2023

Date rating given: September 11, 2023

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

Barron's
Top Financial Advisors in California 2023
Mark Hebner

Date rating given: March 9, 2023

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't 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.

Awards

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