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


FA Magazine America's Top RIAs


AdvisorHub's Top 100 Advisors to Watch


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


USA Today's Best Financial Advisory Firms


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


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


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

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.