We’re proud to share that Matthew D. Liebman, CFA®, CRPC®, CAIA®, and Patrick J. Swift, CFP®, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2026 list!
Nominees for the Advisors to Watch Ranking are required to have a minimum of seven years’ experience, at least $150m in AUM, 2 years at their current firm in good standing, and a clean regulatory record. Advisors are ranked on a 100-point scale in three categories. SCALE, GROWTH and PROFESSIONALISM. Data collected is from 12/31/2024 to 12/31/2025. Award is valid from June 2026 – 2027. Participation in the ranking is open to any firm or advisor and there are no fees for participation.