Awards Disclosures

General Disclosure 

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Gallimard Advisory is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Gallimard Advisory did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Gallimard Advisory by any of its clients. 

Awards, rankings, and other forms of recognition are not indicative of Gallimard Advisory’s or its advisors’ future performance.

• Barron’s – Top 50/100RIAs – 2019-2023 – Recognized firms were selected based on a questionnaire requesting 56 pieces of data gathered on areas such assets, staffing, revenue, and other firm-level details. There was no charge to be included in this award listing. 50 firms from throughout the United States were selected for this award. Award was expanded to feature Top 100 firms in 2020 using same criteria.
• Bethesda Magazine – Top Places to Work – 2023 – Published August 28, 2023, based on data as of December 31, 2022.
• Bethesda Magazine – Top Financial Professionals – 2022 – Published on October 25, 2022.
• Citywire – 50 Growers Across America – 2022-2023 – 50 Growers Across America 2023: Ranking published August 16, 2023, based on 2022 performance data. 50 Growers Across America 2022: Ranking published August 2022, based on 2021 data.
• Financial Advisor Magazine – Top Registered Investment Advisors & Fastest Growing RIAs – Published July 12, 2024, based on data from December 2022-December 2023.
• Forbes – America’s Top RIA Firms – 2022-2023 – Ranking published October 2023, based on values as of March 31, 2023.
• Forbes – Best-In-State Advisors and Top Women Advisors – Advisors were selected by SHOOK research and chosen based on an algorithm of qualitative data and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Visit www.forbes.com for more information. There was no charge to be included in this award listing. Visit Investmentnews.com for more information.
• Milwaukee Business Journal – Best Places to Work – Published June 21, 2022.
• North Bay Business Journal – Best Places to Work – Published August 9, 2022.
• San Francisco Business Times – Top 100 Corporate Philanthropists in the Bay Area – Published July 28, 2023, as ranked by 2022 cash contributions to Bay Area charities.
• San Francisco Business Times – Best Places to Work – Published February 9, 2024, based on an employee survey administered by Quantum Workplace with the survey being open from July 2023 through October 2023. Each company also paid a non-refundable $250 nomination fee.
• USA Today – Best Financial Advisory Firms – 2023 – Published April 25, 2023, based on market research from Statista for 2021-2022.
• Washingtonian – Washington, DC’s Best Financial Advisers – Published January 15, 2024, based on 2022-2023 feedback.