While awards and designations are never the top goal, it’s an honor to receive the recognition our team deserves for their hard work and dedication in the pursuit of financial excellence.
Below is a snapshot of our team’s distinctions.
Gary Alcaraz
2026 Barron’s Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron’s based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). See full disclosure.
2025 Barron’s Top 1,200 Financial Advisors; Awarded March 2025; Data compiled by Barron’s based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors; Awarded March 2024; Data compiled by Barron’s based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top1,200 Financial Advisors; Awarded March 2023; Data compiled by Barron’s based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors; Awarded March 2022; Data compiled by Barron’s based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors; Awarded March 2021; Data compiled by Barron’s based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors; Awarded March 2020; Data compiled by Barron’s based on the time period from Oct. 2018 - Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors; Awarded March 2019; Data compiled by Barron’s based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors; Awarded March 2018; Data compiled by Barron’s based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors; Awarded March 2017; Data compiled by Barron’s based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors; Awarded March 2016; Data compiled by Barron’s based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors; Awarded February 2015; Data compiled by Barron’s based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,200 Financial Advisors; Awarded February 2014; Data compiled by Barron’s based on the time period from Oct. 2012 - Sept. 2013. See full disclosure
2019 Financial Times 400 Top Financial Advisors; Awarded April 2019; Data compiled by Ignites Research based on the time period from 06/30/2015 - 06/30/2018 (Source: ft.com). 2018 Financial Times 400 Top Financial Advisors; Awarded March 2018; Data compiled by Ignites Research based on the time period from 06/30/2015 - 06/30/2017. See full disclosure
2012 Barron’s Top 1,000 Financial Advisors; Awarded February 2012; Data compiled by Barron’s based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com). 2011 Barron’s Top 1,000 Financial Advisors; Awarded February 2011; Data compiled by Barron’s based on the time period from Oct. 2009 - Sept. 2010. See full disclosure
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and
professionalism. Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald, Next 350, Sapphire – Next 500, Pearl – Next 500.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have included best practices and team structure.
Grant Chapman
2025 Forbes Top Next-Gen Wealth Advisors; Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). See full disclosure

