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

2023

FA Magazine America's Top RIAs

2022-2023

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 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

2023

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

2018

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
View award disclosures >

Your Introduction to an Expert 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 and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

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 and life goals and match you with the advisor most well suited to help.

Call us to Schedule

or schedule now:

Dustin Ribergaard

Lead Concierge

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!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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