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

2025

Financial Planning Best RIAs to Work For

2024

Citywire 50 Growers Across America

2023-2025

FA Magazine America's Top RIAs

2022-2024

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 - Retirement Plan Consulting

2022 - 2025

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 & 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