Industry Recognition & Awards

Investment News: 40 Under 40 - Class of 20172

The editorial staff at Investment News received more than 800 nominations, and began by reviewing the traits they were seeking to recognize most strongly in this year's class. InvestmentNews editorial staff evaluated nominees by key attributes: accomplishments to date, contributions to the industry, leadership and promise. "Given the passion, dedication, and innovative spirit that are the hallmarks of the U.S. financial advice industry, it's not surprising we received more than 800 nominations when we put out our call for this year's class of 40 under 40s," said Frederick P. Gabriel Jr., editor of Investment News. "Whittling those nominations down to just 40 honorees was tough. But after reading our honorees' stories, I have no doubt that Investment News' readers will feel as inspired and hopeful about the future of the industry as we do."

Investment News' 40 Under 40 nominations of advisers and associated professionals are evaluated based on accomplishment to date, contribution to the industry, leadership and promise.

AdvisorHub 100 Women Advisors to Watch

Atricia Roberts has been named to AdvisorHub's 2025 list of 100 Women Advisors to Watch, which highlights women leading efficient, productive teams that have grown while holding firm to the quality of service their clients rely on. The recognition is especially meaningful at Curo, where our mission is women helping women. Atricia's place on this list reflects both her skill as an advisor and her commitment to changing an industry that has too often overlooked women and their financial lives.

AdvisorHub Advisors to Watch Under $1B

Anne McCabe has been included in AdvisorHub's 2026 Advisors to Watch Under $1B, a list of 400 advisors recognized for building efficient, productive teams that have grown thoughtfully without compromising the level of service they provide. That balance sits at the heart of how Curo works. Growth never comes at the expense of the personal attention each client receives, because every relationship is treated with the same care Anne would offer a close friend.

Northern Virginia Magazine Top Financial Professionals

Anne McCabe has been recognized among Northern Virginia Magazine's Top Financial Professionals, a list compiled each year through surveys sent to financial professionals across the region who are asked to name the peers they would refer to their own friends and family. Being recommended by colleagues in this way speaks to the reputation Anne has built locally as a dependable, go-to professional for women navigating major financial decisions.

Top Wealth Adviser Hall of Fame

Need a good tax accountant, estate attorney, financial planner, or insurance professional? These are consistently some of the very best in Washington.

The Washingtonian Award: Top Money Advisers of 2016, 2018, 2019, 2020 & 20211

The Washingtonian Award: Top Money Advisers of 2016, 2018, 2019, 2020 & 2021¹

Anne-Day McCabe has been awarded as “One of the Top Money Advisers of 2016, 2018, 2019, 2020 & 2021” by Washingtonian magazine, a popular monthly magazine distributed in the Washington DC area. This award is based on survey recommendations from other financial professionals and independent research from peers in the field and consulting industry publications.

Five Star Wealth Manager – 2015, 2016, 2017, & 20183

Five Star Wealth Manager – 2015, 2016, 2017, & 2018³

Anne-Day McCabe was nominated and evaluated against 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017 & 2018 Five Star Wealth Managers.

¹To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.

²The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our 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.

Nominees will be considered by InvestmentNews editors based on the following key points:

Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements.
Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.
Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole.
Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.

³The Five Star Wealth Manager award is presented to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with outstanding work. Eligibility Criteria – Required 1. Credentialed as an investment advisory representative or a registered investment adviser. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria – Considered 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations.

⁴LPL Financial annually recognizes their top advisors. These prestigious awards are based on annual production among LPL Advisors only. Members of the clubs serve as resources and counselors for their clients and their communities. This distinct achievement represents a commitment to helping clients pursue their financial goals.

The Chairman's Club is awarded to less than 5% of the firm's approximately 16,000 advisors nationwide. The Patriot's Club is awarded to less than 8%, Director's Club is awarded to less than 20%, and the Freedom Club is awarded to less than 40% of the firm's advisors.