Awards, Rankings and Recognition
Accolades validate our approach.We make a difference working for our clients and for our community, and this has led to industry recognition and many prestigious awards since our founding in 2000.
Financial Advisor Magazine
Top Registered Investment Advisory Firms RIA Ranking
2011-2015, 2017-2020, 2021 (#123)
Financial Times
Top 300 Financial Advisors
Five Star Professional
Five Star Wealth Manager
2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology
Fortune
Fortune 100 Best Small & Medium Workplaces™
2021 (#26)
Disclosures and Methodology
Fortune 40 Best Small and Medium Workplaces in Financial Services and Insurance™
2020 (#18); 2021 (#31)
Disclosures and Methodology
Great Place to Work® - Certified™
CERTIFIED GREAT PLACE TO WORK
July 2020 - July 2022
Disclosures and Methodology
Inc.
Inc. 5000 Fastest-Growing Private Companies
2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260)
Disclosures and Methodology
Disclosures and Methodology
investor.com
Top Financial Advisor Firms in the United States
2020 AZ, CA, CO, IL, OR, TX, WA
Disclosures and Methodology
Disclosures and Methodology
Pacific Coast Business Times
Top 40 Under 40
2002 SETH STREETER
2004 BRAD STARK
2005 MATTHEW ADAMS
2008 DANNELL STUART
2009 ANDREW PENSO
2015 JENNA ROGERS
2016 KIERAN OSBORNE
2018 MICHELLE WINKLES
2019 BRIAN SOTTAK
2020 WES PATTON
2021 HELENA LEATHERS
Disclosures and Methodology
Pacific Coast Business Times
Top Women in Business
2015 DANNELL STUART
2016 TRICIA FAHNOE
2017 AMANDA THOMAS
2018 DANNELL STUART
2019 TRICIA FAHNOE
2020 DANNELL STUART
2021 RENEE HENNESSEE
Disclosures and Methodology
Pacific Coast Business Times
Central Coast Best Places to Work
2017 - 2019, 2021
Disclosures and Methodology
Disclosures and Methodology
Pacific Coast Business Times
Top Wealth Managers and Investment Advisors
2010 - 2020
Disclosures and Methodology
Disclosures and Methodology
*Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.