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Form CRS Disclosures

Recognition

Wealth Management Accolades

The accolades shown here are a testament to our commitment to clients and were awarded to Gallimard Advisory® as well as preceding firms.

BARRON’S MAGAZINE

“Top 50/100 RIAs”, 2019-2023

FINANCIAL ADVISOR MAGAZINE

“Top Registered Investment Advisors”, 2019-2024

FORBES MAGAZINE

“America’s Top RIA Firms“, 2022-2023

CITYWIRE

“50 Growers Across America”, 2022-2023

FORBES MAGAZINE

“Best-in-state Advisors” and “Top Women Advisors”, 2020-2024

FINANCIAL ADVISOR MAGAZINE

“Top 50 Fastest-Growing Firms”, 2023-2024

USA TODAY

“Best Financial Advisory Firms”, 2023-2024

WASHINGTONIAN MAGAZINE

“Washington, DC’s Best Financial Advisers“, 2019-2024

BETHESDA MAGAZINE

“Top Places to Work”, 2021, 2023

MILWAUKEE BUSINESS JOURNAL

“Best Places to Work”, 2021-2022

PUGET SOUND BUSINESS JOURNAL

“Washington’s Best Workplaces”, 2023

NORTH BAY BUSINESS JOURNAL

“Best Places to Work”, 2022

BETHESDA MAGAZINE

“Top Financial Professionals”, 2022

SAN FRANCISCO BUSINESS TIMES

“Top 100 Corporate Philanthropists in the Bay Area”, 2023

SOUTH FLORIDA BUSINESS JOURNAL

“Best Places to Work“, 2024

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