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
Image

Financial Advisor Magazine

Top Registered Investment Advisory Firms RIA Ranking

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

Disclosures and Methodology

TOP 50 FASTEST GROWING RIA FIRMS
Image

Financial Times

Top 300 Financial Advisors

2014-2017, 2019-2020

*This accolade was discontinued in 2020.


Disclosures and Methodology

Image

Five Star Professional

Five Star Wealth Manager

2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology

Image

Forbes

Top 100 RIA Firms – Fastest Growing RIA Firms

Fortune

Fortune 100 Best Small & Medium Workplaces™
Fortune 40 Best Small and Medium Workplaces in Financial Services and Insurance™

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

Image

Inc.

Inc. 5000 Fastest-Growing Private Companies
2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260)
Disclosures and Methodology

Great Place to Work® - Certified™

CERTIFIED GREAT PLACE TO WORK

July 2020 - July 2022
Disclosures and Methodology

In. 2021 Best Workplaces

Inc.

Inc. Best Workplaces - Top Financial Services
Image

InvestmentNews

Best Places to Work for Financial Advisors
Image

investor.com

Top Financial Advisor Firms in the United States
2020 AZ, CA, CO, IL, OR, TX, 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
2021 HELENA LEATHERS
Disclosures and Methodology

Image

RIA Channel

Top 100 Wealth Managers

Pacific Coast Business Times

Central Coast Best Places to Work
2017 - 2019, 2021
Disclosures and Methodology
Image
Top 100 ETF Power Users

Pacific Coast Business Times

Fastest Growing Companies
Top women in business 2021

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

Top Wealth Managers and Investment Advisors

Pacific Coast Business Times

Who's Who in Banking & Finance
*Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.