Award Disclosures
High Probability Advisors was ranked #464 by USA TODAY and its research partner Statista in USA TODAY’s Best Financial Advisory Firms 2026, issued on April 15, 2026. The ranking is issued annually using short- and long-term data, and is based on (1) surveys sent independently to clients of advisors, industry experts, and peer financial advisors (firms and their advisors are not permitted to recommend themselves); and (2) publicly available data on AUM growth for the short- and long-term periods. Recommendations are weighted at 20% of the final score, with AUM development (both short-term – 12 months ending in January - and long-term – last five calendar years - growth of assets) weighted at 80%. The 1,000 RIAs with the highest score were then included in the ranking. Growth in assets does not in itself provide evidence of high-quality investment advice, and this ranking is not indicative of future performance. We do not know the mix of recommendations High Probability received from clients, peers, or industry experts. High Probability Advisors paid no compensation directly or indirectly in connection with obtaining the rating, though we have paid for the right to use the ranking logo and other marketing materials that allow us to publicize the ranking.

High Probability Advisors was included in NAPA's 2026 list of Top DC Advisor Firms issued on March 18, 2026. Established in 2017, the list requires nominees to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. Teams are ranked by assets under advisement, self-reported by advisor firm/teams. The award's methodology does not in itself provide evidence of high-quality investment advice, and this recognition is not indicative of future performance. 

High Probability Advisors was included in Newsweek's 2026 list of America’s Top Financial Advisory Firms issued on November 14, 2025. Newsweek and its research partner Plant-A Insights Group analyzed more than 16,000 SEC-registered investment advisory firms screened for clean disciplinary records (from Form ADV Part 1) as well as firm age and size. Shortlisted firms were analyzed and scored on AUM growth, client base growth, adviser credentials and client-to-adviser ratio, breadth of service offerings, and conflicts of interest. More information on the methodology can be found here. The award's methodology does not in itself provide evidence of high-quality investment advice, and this recognition is not indicative of future performance. High Probability Advisors paid no compensation directly or indirectly in connection with obtaining the rating, though we have paid for the right to use the ranking logo and other marketing materials that allow us to publicize the ranking.

High Probability Advisors was ranked #91 in the Greater Rochester Chamber Top 100 issued on November 6, 2024 and #87 in the Greater Rochester Chamber Top 100 issued November 6, 2025. The Greater Rochester Chamber Top 100 is a ranking of businesses based on the following criteria: (1) privately held and have their headquarters located in the expansive nine-county Greater Rochester/Finger Lakes region; (2) a minimum of $1 million in revenue for each of the three most recent fiscal years; and, all revenue details will solely be reviewed by Top 100 accounting partner, KPMG LLP, ensuring strict confidentiality and will never be made public. The Top 100 rankings are determined based on exceptional revenue growth, considering both the actual dollar figures and the percentage growth achieved. Growth in revenues does not in itself provide evidence of high-quality investment advice, and this rating is not indicative of the nominee's future performance.