Broker Check

Recognition

Barron’s Top 1,200 Advisors by State

Each year, Barron’s ranks America's best financial advisors, organized by state. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

  • Malcolm H. Liles - 2010, 2011, 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 & 2023
Malcolm H. Liles was recognized by Barron’s as a Top 1,200 Financial Advisor: State by State.  Publication as of March 11, 2023; March 11, 2022; March 12, 2021; March 13, 2020; March 11, 2019; March 12, 2018; March 6, 2017; March 7, 2016; February 23, 2015. Malcom H. Liles was recognized as a Barron’s America’s Top 1,000 Financial Advisors: State -by-State. Publication February 18, 2013; February 20, 2012, February 21, 2011; and February 22, 2010. Rankings as of September 30 of the prior year.

The Financial Times 400 Top Financial Advisors

The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors who use them. The Financial Times and Ignites Research, the FT’s sister company, use a formula to grade advisors based on six broad factors including assets under management, AUM growth rate, years of experience, compliance record, industry certifications, and online accessibility. The FT 400 is presented as an elite group, not a competitive ranking. This list was discontinued in 2021.

  • Malcolm H. Liles - 2013, 2015, 2016 & 2020
Malcolm H. Liles was recognized by Financial Times as a Top 400 Financial Advisor, Publication March 30, 2016; March 25, 2015; and April 11, 2013.  Rankings as of June 30, 2015; June 30, 2014; and June 30, 2012.

FORBES Best-In-State Wealth Advisor

Published annually by FORBES, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

  • Malcolm H. Liles - 2018, 2019, 2020, 2021, 2022 & 2023
  • William N. Liles – 2022 & 2023
Malcolm H. Liles was recently recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor.  Publication as of April 4, 2023; April 7, 2022; February 11, 2021; January 16, 2020; February 20, 2019; and February 15, 2018.  Rankings as of June 30 of the prior year. William N. Liles was recently recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor.  Publication as of April 4, 2023; April 7, 2022.  Rankings as of June 30 of the previous year.

FORBES  Top Next Generation Wealth Advisor

Published annually by FORBES, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

  • William N. Liles – 2018 & 2019
William N. Liles was recognized by Forbes/SHOOK Research as a Top Next Generation Wealth Advisor.  Publication as of July 24, 2019 and July 25, 2018.  Rankings as of March 31, 2019 and March 31, 2018.

FORBES Best-In-State Wealth Management Teams

Published annually by FORBES, each team—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

  • The Liles Group – 2023 & 2024
The Liles Group was recently recognized by Forbes/Shook Research as a 2023 Forbes Best-In State Wealth Management Team. Publication as of  January 9, 2024 and January 12, 2023.  Rankings as of March 31, 2023 and March 31, 2022.

The Nashville Business Journal  Power Leaders in Finance

The NBJ Power Leaders in Finance recognizes the financial leaders in Music City from the worlds of accounting, banking and financial planning. To assemble the list of winners, The NBJ solicited nominations from the public. New this year, nominees filled out brief questionnaires, which were then reviewed by an independent panel of judges. Judges did not score nominees where there was a conflict of interest.

  • Malcolm H. Liles - 2016, 2017, 2018, 2019 & 2020
  • William N. Liles – 2018 & 2020

The Nashville Business Journal  Top 40 Under 40

Published annually, The NBJ Top 40 Under 40 recognizes leaders making an impact on the business community and showing the way for others — all before their 40th birthdays. To determine the list of honorees, The NBJ took nominations from the public. Nominees then submitted questionnaires, which were reviewed and scored by an independent panel of judges (made up from past winners). Those with the highest scores we named to the 2022 class.

  • William N. Liles – 2020

InvestmentNews  Top 40 Under 40

Published annually, InvestmentNews Top 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the InvestmentNews editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.

  • William N. Liles – 2021

Baird Rising Star Award

An annual award presented each year to a relative newcomer to the firm, Baird’s Rising Star Award recognizes one of more Financial Advisors with less than 10 years of service who best demonstrates the attributes of long-term success. Winners are selected based on their contribution to their team and the firm. 

  • M. Leighton Liles – 2020

Baird Team Growth Award

An annual award presented each year, Baird’s Team Growth Award recognizes one or more teams who best demonstrate the qualities of a world-class practice. Winners will be nominated by Market Directors and selected by PWM Leadership. Criteria considered for selection include team philosophy and operational approach, successful adoption of best business practices, team structure, community service, and performance metrics.

  • The Liles Group – 2022