2026 Ranking Disclosures
AdvisorHub 2026 Advisors to Watch
George Dai / DAI Advisors was named #5 in the 50 Solo Advisors to Watch category of AdvisorHub's 2026 Advisors to Watch ranking, published June 16, 2026. The ranking was created by AdvisorHub and is based on three factors: scope of practice (assets, production, and level of service); growth (year-over-year growth in assets, households, and production); and professionalism (regulatory record, community service, and team diversity). The ranking is not based on any individual client's experience and is not indicative of future performance. DAI Advisors paid AdvisorHub a fee for licensed promotional materials displaying this recognition; DAI Advisors did not pay a fee to be considered for or included in the ranking.
Financial Advisor 2026 RIA Survey & Ranking
DAI Advisors was named #479 in Financial Advisor magazine's 2026 RIA Survey & Ranking (in the $250M–$500M AUM segment). The ranking is produced by Financial Advisor magazine and orders firms from largest to smallest based on assets under management at year-end, as reported by firms that voluntarily submit FA's survey by its deadline and verified by FA against Form ADV filings. Eligible firms are independent registered investment advisors that file their own ADV with the SEC and provide financial planning services to individual clients. The ranking is not based on any individual client's experience and is not indicative of future performance. DAI Advisors paid no fee to be considered for, included in, or to promote this ranking.