INSIGHTS

For the 4th year in a row, we are excited to share Founder and Advisor Blair Thompson, AAMS™, CRPC®, CWS® was named in the top 400 Advisors to Watch for 2026. This year, he came in at #8 in the USA and the only advisor with a perfect 100% growth score, reflecting both great new clients and performance for existing clients throughout 2025! The full team has still been the fastest growing RIA (Registered Investment Advisor) in the Carolinas for the past 2 years as well. Ranking