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Awards and Advisor Rankings

Houston Business Journal

  • MBR Financial named #12 top Houston-area Wealth Management Firms & Practices, Houston Business Journal, March 18-24, 2016
  • MBR Financial named #3 with a 30.99% increase of Assets Managed per Client Change for Houston Management Firms, March 18-24, 2016


NABCAP Top wealth managers of Houston
(National Association of Board Certified Advisory Practices)

MBR Financial ranked in:

  • Houston Business Journal, 2016
  • Houston Business Journal, 2015
  • Houston Business Journal, 2014
  • Houston Business Journal, 2013

See Award Methodologies.

2009 - 2011 Cresendo Five Star Wealth Managers Award

Crescendo Five Star Wealth Manager Award for Client Satisfaction

Mary Margolis, Trey Brady and Dan Bender were each named:

See Award Methodologies.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. See Ranking Methodologies here.