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Award Disclosures

Welcome to the Awards Disclosure section of Centurion Wealth Management’s website. We are honored to have received numerous accolades recognizing our firm within the financial services industry. In this section, you’ll find detailed information about the various awards, the organizations that have conferred them, and the criteria used to evaluate our performance. 

Award: Inc. Magazine – 5000 Fastest Growing Private Companies in America

Award Date: August 15, 2023, and August 15 2024

Time Period: 2019 through 2022, 2020 through 2023

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included in this ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

Inc. Magazine is a bi-monthly magazine distributed nationally via print and email and offers an online portal for its content. To determine 2023 award winners for the 5000 Fastest Growing Private Companies in America, companies are ranked according to percentage revenue growth from 2019 to 2022 per details submitted in its application for the award. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for profit, and independent, i.e., not subsidiaries or divisions of other companies, as of December 31, 2022. The minimum revenue required for 2019 is $100,000; the minimum revenue for 2022 is $2 million. Inc. Magazine reserves the right to decline applicants for subjective reasons. Growth rates used to determine the rankings were calculated to four decimal places. Please note that since December 31, 2022, some award winners on this list may have gone public or have been acquired.

 

The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is not indicative of Centurion Wealth Management’s (“CWM”) and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.

Award: AdvisorHub 2023 Top 100 Advisors to Watch Under $1 Billion AUM

Award Date: June 20, 2023

Time Period: This list is as of June 20, 2023, and is AdvisorHub’s second annual ranking.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included this ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

AdvisorHub is a quarterly magazine distributed nationally via print and email and offers an online portal for its content. To determine award winners for the 2023 Top 100 Advisors to Watch Under $1 Billion AUM , AdvisorHub featured an online application (https://www.advisorhub.com/resources/2023-advisors-to-watch/) for advisors to complete. The ranking uses three main criteria in its methodology: Scale (taking into account assets under management, revenue/production, client households, team size, and number of advisors on the team); Growth (year over year change in assets, households, team size, production/revenue, with all data as of year end for 2021 and 2022); and Professionalism(regulatory record, community involvement, professional credentials, and team diversity). The advisor’s criteria for eligibility are as follows: at least seven years’ experience as an advisor; a clean regulatory record (two or fewer complaints with no significant judgements); at least two years at the advisor’s current firm; a minimum of $100 million assets under management.

The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is not indicative of Centurion Wealth Management’s (“CWM”) and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.

Award: Forbes Best in State Wealth Advisor: 2021 and 2019

Award Date: February of 2021 and 2019 respectively.

Time Period: 2021 & 2019

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

Forbes Best-In-State Wealth Advisors (2019, 2021): The Forbes Best-In-State ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven (7) years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Award: Washingtonian Magazine Top Financial Adviser: 2022

Award Date: March 14, 2022

Time Period: The list is published every 18 to 24 months. The new list is from March 14, 2022

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

The Washingtonian is a monthly magazine distributed in the Washington D.C. area. To determine award winners for the Best Financial Advisers award, The Washingtonian conducts surveys with local professional organizations which are connected with the financial services community. The Washingtonian will also review local financial adviser participation in other well-known financial publications where such advisors have been recognized for their services. After being identified for award consideration, local financial advisors are then vetted by magazine editorial staff, in concert with local financial industry members. Centurion Wealth Management’s (“CWM”) staff members did not participate in the vetting process. Award winners do not pay to be named by the magazine. The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is absolutely not indicative of CWM’s and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.

Award: AdvisoryHQ Top Rated Wealth Management Firm in the Tri-State Area 2020-2021

Award Date: January 6, 2021

Time Period: This is for 2020 – 2021

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Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included this ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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AdvisoryHQ is a website that launched in 2015 and has become a source of review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors. To determine award winners for the 2021 Top Advisors in the US and UK , AdvisoryHQ developed a “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The reviews and rankings are independently researched and written, and firms are not aware of the evaluation until after the reviews have been published to the public. The methodology is based on keyword searches users enter into the search box on the www.AdvisoryHQ.com site, combined with keyword search analysis performed using the leading internet search engines. AdvisoryHQ then, using publicly available information, develops a wide-ranging comprehensive list of financial advisors, applies initial threshold filters and selection filters to develop a final list of winning candidates that get published.  More detail of this process can be found at https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/.

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The ranking may not be representative of any one client’s experience because of the way in which it is determined. The ranking is independently granted. The ranking is not indicative of Centurion Wealth Management’s (“CWM”) and its advisors’ future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CWM is engaged, nor should it be construed as a current or past endorsement by any of its clients. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. If CWM is engaged, or continues to be engaged, to provide investment advisory services.

Award: Forbes Best in State Next-Gen Wealth Advisors: 2019

Award Date: Spring 2019

Time Period: Trailing 18 months from spring of 2019

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

Forbes Top Next Gen Wealth Advisors (2019): The Forbes Top Next Gen Wealth Advisor ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of four (4) years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Award: Investopedia 100 Top Financial Advisors: 2019

Award Date: Spring 2019

Time Period: Trailing 12 months from spring of 2019

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results If Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Spire by any of its clients. ANY QUESTIONS: Centurion Wealth Management remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

Investopedia’s proprietary methodology focuses on awarding financial advisors who have demonstrated an ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The 2019 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers.

Award: Washington Business Journal 40 under 40: 2021

Award Date: Jul 16, 2021

Time Period: Selection is based on the respective winner’s career  up until 40 years old. For this award, it reflected Sterling Neblett’s professional accomplishments from 2010 – 2021.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results If Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Centurion Wealth Management remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

The Washington Business Journal 40 under 40 list is a list compiled by nominations submitted to the Washington Business Journal for evaluation. This award is not based on a survey distributed to readers or a “write-in” ballot submitted by other industry members.

Sterling Neblett’s nomination to the Washington Business Journal’s 40 Under 40 Award was made by another representative of Centurion Wealth Management.

Sterling Neblett’s involvement with Riverbend Capital, Hart Cellar, and the Entrepreneur’s Club, as mentioned in the Washington Business Journal 40 under 40, are outside business activities and are not affiliated with Centurion Wealth Management.

Award: Top Vote Getter in Arlington Magazine’s Best of Arlington Issue

Award Date: 12/15/22

Time Period: For January/February Issue of Arlington Magazine, 2023

 

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

Centurion Wealth Management paid a fee to appear in the Financial Profile section of Arlington Magazine. The fee paid had no bearing and was not tied to Arlington Magazine’s “Best of Arlington” award. Centurion Wealth Management did not elect the added advertisement that was offered for being a top vote getter for Arlington Magazine’s “Best of Arlington” award.

Award: Northern Virginia Magazine Top Financial Professional

Award Date: October of 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024

Time Period: trailing 12 months of award year: 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024

 

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Centurion Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Centurion Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Centurion Wealth Management by any of its clients. ANY QUESTIONS: Representatives of Centurion Wealth Management remain available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Northern Virginia Magazine sent surveys to financial professionals throughout Northern Virginia, asking them to recommend other financial professionals to whom they would refer friends and family for the Top Financial Professionals award. Northern Virginia Magazine’s Top Financial Professionals award winners were those who received the most nominations from their peers. Although some Top Financial Professionals award winners choose to advertise in the magazine, they cannot pay to be included on the list.

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