Awards & Recognition

Making Life Better isn’t just a tagline, it’s the standard we hold ourselves to every day. These awards represent more than industry accolades; they reflect the trust of our clients, the dedication of our team, and the impact we’re making across the communities we serve.

We’re honored by the recognition, but we’re even more proud of what it means: a continued commitment to excellence, innovation, and improving lives through thoughtful financial guidance.

Award based on recommendations from financial advisors, clients, industry colleagues in a questionnaire and growth of the assets under management over the short (one year) and long term (five years). There was no fee paid to be considered or placed on the final list for 2023 only a licensing fee.

Award rankings based on assets under management (“AUM”) as of December 31, 2022, of independent RIA firms surveyed. Only firms with AUM exceeding $500 million are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. There was no fee paid to be considered or placed on the final list for 2023 only a licensing fee.

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