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Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
Select Industry Awards

Recognition for Altfest Personal Wealth ManagementSM

  • Top 10 Rated Wealth Advisors in New York, NY
    AdvisoryHQ, 2016

  • 300 Top Registered Investment Advisors in the Nation
    Financial Times, 2014, 2015

  • 200 Leading Registered Investment Advisors in the US
    Financial Advisor magazine 2006-2010, 2012, 2013, 2014, 2015

  • Best Practices Award
    InvestmentNews, 2014

  • Due Diligence/Research Manager All-Star Team Award
    Financial Advisor magazine 2012, 2013

  • Top 150 Wealth Managers in the Nation
    AdvisorOne* magazine 2011, 2012

  • Bloomberg's Top 300 Wealth Managers in the Country
    Bloomberg Wealth Manager* 2003-2008, 2010

Recognition of Our Principals

  • Top 100 Independent Financial Advisors in the Nation
    Barron’s – Lew Altfest, 2013, 2014, 2015, 2016

  • New York SmartCEO Family Business Award
    SmartCEO - Karen Altfest, 2016

  • Top 20 Most Influential Women to Watch
    InvestmentNews - Karen Altfest, 2015

  • Top 1,200 Financial Advisors in the Country
    Barron’s – Lew Altfest, 2014, 2015, 2016

  • Top 100 Women Financial Advisors
    Financial Times – Karen Altfest, 2014

  • Advisor Hall of Fame Inductee
    Research Magazine - Lew Altfest, 2014

  • The Influencers - Lifetime Achievement Award
    Financial Planning magazine - Lew and Karen Altfest, 2013

  • NAPFA's 30 Most Influential
    NAPFA (The National Association of Personal Financial Advisors)
    Lew Altfest, 2013

  • InvestmentNews and Invest in Others Charitable Foundation Community Leadership Award - Karen Altfest, 2012

  • Best Financial Advisors for Dentists
    Dental Practice Report – Lew Altfest, 2011, 2012, 2013

  • 150 Best Financial Advisors for Doctors
    Medical Economics – Lew Altfest, 1998-2013

  • One of the “financial planning profession’s most respected veterans.”
    Money magazine – Lew Altfest, 2009

  • The 50 Distinguished Women in Wealth Management
    "One of the most prominent female wealth managers in the business"
    Wealth Manager* magazine – Karen C. Altfest, 2008-2009

  • Top 250 Wealth Advisors in the Nation
    Worth* magazine – Lew Altfest, 2008

  • 100 Top Advisors
    Mutual Funds* magazine - Lew Altfest, September 2002

  • Sole recipient of the 2007 Charles R. Schwab IMPACT Award™ – Lewis Altfest
    Impact Awards Video; Impact Awards Press Release PDF

  • * Publication has merged or ceased publication