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, 2023, 2024 & 2025

Malcolm H. Liles was recognized by Barron’s as a Top 1,200 Financial Advisor: State by State. Most recent publication as of March 7, 2025. Malcom H. Liles was recognized as a Barron’s America’s Top 1,000 Financial Advisors: State -by-State. Most recent publication February 18, 2013. 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. Most recent publication April 15, 2020. Ranking as of June 30 of the previous year.

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, 2025 and 2026
• William N. Liles – 2022, 2023, 2024, 2025 & 2026
• M. Leighton Liles - 2026

Malcolm H. Liles was recently recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor.  Most recent publication as of  April 7, 2026. Ranking 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. Most recent publication as of  April 7, 2026. Ranking as of June 30 of the prior year. M. Leighton Liles as recently recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Most recent publication as of  April 7, 2026. Ranking as of June 30 of the prior 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.  Most recent publication as of July 24, 2019.  Ranking as of March 31 of the prior year.

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, 2025, 2026

The Liles Group was recently recognized by Forbes/Shook Research as a Best-In State Wealth Management Team. Most recent publication as of  January 7, 2026.  Ranking as of March 31 of the prior year.

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 5-Star Wealth Management Teams

The InvestmentNews 5-Star Wealth Management Teams report honors US advisor teams that excel in client growth, retention, and service. To qualify, teams consisting of four or more advisors were nominated by investors nationwide and evaluated across several dimensions: meaningful contributions to client outcomes, demonstrated understanding of client needs, impact over the past 12 months, and overall performance based on AUM and team effectiveness.

The Liles Group – 2025, 2026

The Liles Group was recently recognized by InvestmentNews as a 5-Star Wealth Management Team. Most recent publication as of  May 12, 2026.  Data as of January of the current year of publication.

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