Ron Rubin Named to Forbes Best-In-State Wealth Advisors’ List

Ron Rubin, President, Vice Chairman, and Chief Culture Officer of The Colony Group was ranked #7 out of 99 advisors in Maryland who were named to the Forbes Best-In-State Wealth Advisors list in 2019.

In a Forbes article, R.J. Shook, President and Founder of SHOOK Research, the firm that conducted the research for the ranking said, “Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives.”

“Ron’s commitment to excellence is evident in his leadership, as he deftly guides the culture of our firm to help our clients and our Colony team to live more meaningful and joyful lives,” said Michael Nathanson, Chairman and CEO of The Colony Group.

Over more than 30 years, Ron successfully grew his business from an accounting practice to a full-service wealth management firm serving clients in the Washington, DC region and nationally before merging it with The Colony Group in 2018. The company serves corporate executives and entrepreneurs, active and retired athletes, successful professionals, family office clients and institutions. It also provides business management services for small to mid-sized businesses and non-profit organizations. Ron is based in The Colony Group’s Bethesda, MD office.


Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).