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.

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Financial Advisor Magazine

Top Registered Investment Advisory Firms RIA Ranking

2011-2015, 2017-2019
Disclosures and Methodology

Financial Times

Top 300 Financial Advisors

2014-2017, 2019-2020
Disclosures and Methodology


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Five Star Professional

Five Star Wealth Manager

2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology

Forbes

Top 100 RIA Firms – Fastest Growing RIA Firms


Great Place to Work® - Certified™

CERTIFIED GREAT PLACE TO WORK

July 2020 – July 2021
Disclosures and Methodology

Inc.

Inc. 5000 Fastest-Growing Private Companies

2015, 2016, 2017, 2018
Disclosures and Methodology

Inc. Best Workplaces – Top Financial Services


InvestmentNews

Best Places to Work for Financial Advisors

RIA Channel

Top 100 Wealth Managers

Top 100 ETF Power Users


Pacific Coast Business Times

Who’s Who in Banking & Finance

Who’s Who in Business Leadership

2009 BRAD STARK
2019 SETH STREETER
Disclosures and Methodology

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
Disclosures and Methodology

Top Women in Business

2015 DANNELL STUART
2016 TRICIA FAHNOE
2017 AMANDA THOMAS
2018 DANNELL STUART
2019 TRICIA FAHNOE
2020 DANNELL STUART
Disclosures and Methodology

Top Wealth Managers and Investment Advisors

Fastest Growing Companies

Central Coast Best Places to Work

 
 

*Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.