Industry Recognition

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

Barron’s Top 100 RIA Firms

2020 - 2025

WealthManagement.com Industry Awards Winner (M&A Leader of the Year)

2025

Newsweek America's Top Financial Advisory Firms

2026

USA Today's Best Financial Advisory Firms

2023 - 2026

Citywire 50 Growers Across America

2023-2025

AdvisorHub's Top 100 Advisors to Watch

2023

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

2023

Top 100 Institutional Consulting Teams - Retirement Plan Consulting

2022 - 2026

PLANADVISER Top Retirement Plan Adviser

2022 - 2025

Crain's Cleveland Business Investment Advisers

2022 - 2025

Private Asset Management Awards: Best Firm Culture

2023

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

2019 -2022, 2025

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

Additional Awards

  • Financial Planning 2024 Best RIAs to Work For
  • Financial Planning & Best Companies Group 2024 Best RIAs to Work for
  • Chief Investment Officer 2024 Industry Innovation Awards OCIO finalist
  • Wealthmanagement.com 2024 Industry Awards Client Initiative Finalist - Family Office
  • Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 & 2024
  • 2020 Best Marketing Campaign, Family Wealth Report
  • 2025 Crain's Cleveland Business Largest Wealth Management Firms in Northeast Ohio
  • FA Magazine America's Top RIAs 2022 - 2026
View award disclosures >

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.