Industry Recognition

We are widely recognized within the wealth management and retirement planning industries.

Barron’s Top 100 RIA Firms

2020 - 2023

Citywire 50 Growers Across America

2023

FA Magazine America's Top RIAs

2022-2023

AdvisorHub's Top 100 Advisors to Watch

2023

RIA Intel's RIA of the Year (Over $1 Billion AUM)

2023

USA Today's Best Financial Advisory Firms

2023

Top 100 Institutional Consulting Teams - Retirement Plan Advisory

2022 - 2023

PLAN ADVISER Top 100 Retirement Plan Adviser

2021 - 2023

Crain's Cleveland Business Investment Advisers

2022 - 2023

Private Asset Management Awards: Best Firm Culture

2023

The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team

2019 -2022

InvestmentNews Best Places to Work for Financial Advisors

2020 -2022

NAPA Top Retirement Plan Advisors Under 40

2021, 2019

Financial Times Top 300 Registered Investment Advisers

2015 -2020

401(k) Specialist Top Advisor by Participant Outcomes

2018

Additional Awards

  • Forbes Top Next-Gen Wealth Advisors Best-In-State 2023
  • 2023 PLANADVISER Top Retirement Plan Adviser
  • 2020 Best Marketing Campaign, Family Wealth Report
  • Crain’s 2019 Notable Women in Banking and Finance

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