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
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 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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