Award Disclosures
High Probability Advisors was ranked #91 in the Greater Rochester Chamber Top 100 for 2024, which 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.
High Probability Advisors was included in Investment News’ list of Fastest-Growing Fee-Only RIAs, issued on November 30, 2023. The ranking was issued based on publicly available data reflecting firm growth in assets under management. Firms included must have at least $100 million in assets and meet the other criteria in each year (ending July) between 2020 and 2023. To qualify, firms must manage individual client assets and may not receive commissions or may not be registered as or affiliated with a broker-dealer or have any employees who are registered representatives of a broker-dealer, among other requirements. Additional criteria can be found here. Growth in assets does not in itself provide evidence of high-quality investment advice.
High Probability Advisors was ranked #86 in USA TODAY’s Best Financial Advisory Firms 2024, issued on April 24, 2024, by USA TODAY and its research partner Statista. High Probability Advisors was ranked #383 in USA TODAY’s Best Financial Advisory Firms 2025, issued on April 23, 2025, by USA TODAY and its research partner Statista. 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 month - and long-term – last five years - growth of assets) weighted at 80%. The 500 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. 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.
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