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InvestmentNews Best Places to Work for Financial Advisors (2020-2022)

Barron’s Top 100 RIA Firms (2020 & 2021)

Barron’s Top 100 Institutional Consulting Teams (2022)

Crain’s Cleveland Business Investment Adviser (2022)

The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team  (2019-2021)

2021 Top 100 Retirement Plan Adviser
PLANADVISER

Top 300 Registered Investment Advisers (2015-2020) Financial Times
NAPA Top Retirement Plan Advisors Under 40 (2019 & 2021)

2018 Top Advisor by Participant Outcomes
401(k) Specialist

Leading Wealth Advisor
Worth Magazine
Additional Awards
  • 2022 PLANADVISER Top Retirement Plan Adviser
  • Barron’s 2020 & 2021 Top 100 RIA Firms
  • Crain’s 2019 Notable Women in Banking and Finance
  • 2015 Forbes Top 100 Wealth Managers
  • 2020 Best Marketing Campaign, Family Wealth Report
  • Five Star Wealth Manager Award (2013-2022)

 

Award Disclosures