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The Wise Investor Group Named to Barron's 2019 Top 1,200 Financial Advisors

We are excited to announce that Greg Smith and Simon Hamilton have been named to Barron’s 2019 list

of Top 1,200 Financial Advisors. This marks the 11th straight year that The Wise Investor Group has

been represented on the list!


Barron’s, a premier magazine covering financial investments, annually ranks the top financial advisors

nationwide based on assets under management, revenue produced for the firm, regulatory record, and

quality of practice and philanthropic work. With over 4,000 individual advisors and firms providing data,

the rankings recognize the nation’s leading advisors who are raising industry standards. The Wise

Investor Group, managing over $2.2 billion in assets as of September 2018, ranks among the top twenty

Virginia-based advisors.


“It’s a privilege and honor for our advisors to receive this national distinction. The nomination is a

testament to their dedication to client success and providing the best possible financial solutions,” said

Mike Schroeder, President of Baird Private Wealth Management.


In addition, Greg and Simon, along with Managing Director Chris Aime, were recently named to Forbes’

Best-In-State Wealth Advisors list.


We are truly proud of these recognitions, which speak to the tremendous trust and confidence our clients

place in us. We are committed to earning that trust and confidence every day.