Awards

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Financial Planning

Ranked #11 RIA Leaders 2017

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Members of the list include RIA Firms from the Top 150 list and are ranked based on client accounts (excluding broker-dealers and insurance companies).

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Forbes

Top 100
Wealth Manager 2016

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Members of the list are ranked by ten-year asset growth. Firms must be performing wealth management services for individual clients as their primary focus and can not be a broker-dealer or bank. Firms cannot have any regulatory, civil or criminal disclosures.

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Financial Planning

Top 150 RIA Firms 2016

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Members of this list were assembled using data from RIA Database and are ranked by Discretionary and nondiscretionary AUM and number of clients as reported on the SEC Form ADV.

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Financial Times

Top 300 RIAs of 2016

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Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility.

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Financial Advisor Magazine

Top 100 RIA Ranking 2015 & 2016

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Members of this list were assembled using data from Meridian-IQ and are ranked by total assets under management. Firms must have a focus on financial and retirement planning for individual and high-net-worth clients, institutional clients must not make up a substantial portion of businesses, and firms must not be owned by a bank, broker/dealer or investment company.

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Wealth
Management.com

Top 100
RIAs of 2015

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Members of this list were assembled using data from Discovery Data and ranked based on discretionary and nondiscretionary assets under management. To capture independent fee-only planning firms, firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients are included.

All rankings are not representative of client experience and not representative of future performance.