Awards & Accolades

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Our firm and team members are consistently recognized by top national and Bay Area publications as being in their top tier of wealth management firms.

Bingham, Osborn & Scarborough’s principals and portfolio manager are also frequently quoted in news and financial publications such as Barron’s, the New York Times, the Wall Street Journal, the Chicago Tribune, USA Today, and the San Francisco Chronicle, as well as industry journals such as Investment News and the Journal of Financial Planning. Please see our PERSPECTIVES SECTION for more information.

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*Dentotes individual recognition.
†Denotes firm recognition.

Disclosure: Awards and Accolades are presented to B|O|S or specific B|O|S employees based on rankings determined by the third party providing the recognition. In some instances the awarder asks B|O|S to provide firm or employee-specific information (such as assets under management, number of clients, firm growth) which it uses, with that from other investment advisory firms, to determine the award recipient(s). In other instances, B|O|S or its employees receive an award without providing any information and are unaware of the method used by the awarder to determine the award recipient(s). In no circumstance does B|O|S pays for the awards received by the firm or its employees. The organization issuing the award or recognition, or its affiliates, may serve as service providers to the firm and/or its clients. Current or past awards received by B|O|S or its employees may not be reflective of every client’s experience with B|O|S and/or its employees, and may not be representative of such future experience.

Bingham, Osborn & Scarborough, LLC (“BOS”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by BOS. The Best-In-Business Impact Award(TM), part of Schwab’s Impact Awards(R) program, is not an endorsement, testimonial endorsement, recommendation or referral to BOS with respect to its investment advisory or other services. To be eligible for an Impact Award, one of the requirements is that an advisor firm must use Schwab to custody client assets; such clients pay fees to Schwab and BOS for certain services. Impact Award recipients are determined by an independent panel of judges selected by Schwab, and are evaluated in the areas of business planning, technology strategy, practice management and employee development, and client loyalty.

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