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.

Barron's

Top 100 RIA FIRMS

2021 (#100), 2022 (#89)

Disclosures and Methodology

Financial Advisor Magazine

Top Registered Investment Advisory Firms RIA Ranking

2011-2015, 2017-2020, 2021 (#123), 2022 (#109)

Disclosures and Methodology

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Financial Advisor Magazine

TOP 50 FASTEST GROWING RIA FIRMS

Financial Times

Top 300 Financial Advisors

2014-2017, 2019-2020

*This accolade was discontinued in 2020.

Disclosures and Methodology

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Five Star Professional

Five Star Wealth Manager

2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology

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Forbes

Top 100 RIA Firms – Fastest Growing RIA Firms

Fortune

Fortune 100 Best Small & Medium Workplaces™

2021 (#26), 2022 (#3)
Disclosures and Methodology

Fortune 40 Best Small and Medium Workplaces in Financial Services and Insurance™

2020 (#18); 2021 (#31); 2022 (#17)
Disclosures and Methodology

Great Place to Work® - Certified™

CERTIFIED GREAT PLACE TO WORK

July 2022 - July 2023
Disclosures and Methodology

Inc. 5000

Inc. 5000 Fastest-Growing Private Companies

2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260), 2022 (#3858)
Disclosures and Methodology

Inc. Best Workplaces

Inc. Best Workplaces - Top Financial Services

2018, 2020, 2021, 2022
Disclosures and Methodology

InvestmentNews

Best Places to Work for Financial Advisors

investor.com

Top Financial Advisor Firms in the United States

2020 (AZ, CA, CO, IL, OR, TX, WA), 2022 (AZ, CO, IL, IN, OR, WA)
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
2022 EMIL NAZARETYAN
Disclosures and Methodology

Pacific Coast Business Times Top 50 Women in Business

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
2022 JENNA ROGERS
Disclosures and Methodology

Pacific Coast Business Times Central Coast Best Place to Work - Mission Wealth

Pacific Coast Business Times

Central Coast Best Places to Work

2017 - 2019, 2021, 2022
Disclosures and Methodology

Pacific Coast Business Times

Fastest Growing Companies
Pacific Coast Business Times

Pacific Coast Business Times

Top Wealth Managers and Investment Advisors

Pacific Coast Business Times

Who's Who in Banking & Finance
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RIA Channel

Top 100 Wealth Managers

RIA Channel

Top ETF Power Users

2019, 2021 (#58), 2022 (#38)
Disclosures and Methodology

WealthManagement.com

RIA Edge Ranking: Fastest Growing RIAS By State ($1B+ AUM)

2021 (#40 overall; #6 in CA)
Disclosures and Methodology

WealthManagement.com

RIA Edge Ranking: Fastest Growing RIAS By AUM ($1B+ AUM)
2022 Women's Choice Award

Women's Choice Awards

Best Company to Work For Women

Best Company to Work For millennials

Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.
A third-party rating is a rating or ranking of an investment adviser provided by a person who is not a related person and such person provides such ratings or rankings in the ordinary course of its business.
Advisers must comply with the due diligence and disclosure requirement in order to refer to third-party rankings in advertisements.
Due Diligence Requirement: The investment adviser must have a reasonable basis to believe that any questionnaire or survey used in the preparation of the third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result.
An adviser could satisfy the requirement by accessing the questionnaire or survey that was used in the preparation of the rating.
An adviser could seek representations from the third-party rating agency regarding general aspects of how the survey or questionnaire is designed, structured, and administered.
Disclosure Requirement: The investment adviser clearly and prominently discloses, or the adviser reasonably believes that the third-party rating clearly and prominently discloses: The date on which the rating was given and the period of time upon which the rating was based; The identity of the third-party that created and tabulated the rating; and if applicable, that (cash and non-cash) compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.