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Lew Altfest again has ranked high on Barron's Top 1,200 Financial Advisors in the country for 2017.
Forbes recognized Karen Altfest as one of America's Top Women Wealth Advisors.
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2016.
Advisory HQ listed Altfest Personal Wealth Management among the Best Financial Advisors in New York.
Karen Altfest is profiled by Investment News for her leadership and passion in "Women to Watch."
Influencer Awards: Lewis and Karen Altfest receive the Lifetime Achievement Award from Financial Planning Magazine.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Select Industry Awards

Recognition for Altfest Personal Wealth ManagementSM

  • 300 Top Registered Investment Advisors in the Nation
    Financial Times, 2014, 2015, 2017

  • Top 10 Rated Wealth Advisors in New York, NY
    AdvisoryHQ, 2016, 2017

  • Leading Registered Investment Advisors in the US
    Financial Advisor magazine 2006-2010, 2012, 2013, 2014, 2015, 2016, 2017

  • 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

  • America’s Top 200 Women Advisors
    Forbes – Karen Altfest, 2017

  • Top 1,200 Financial Advisors in the Country
    Barron’s – Lew Altfest, 2014, 2015, 2016, 2017

  • 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 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