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 Times
Top 300 Financial Advisors
2014, 2015, 2016, 2017, 2019
Disclosures and Methodology
Inc.
Inc. 5000 Fastest-Growing Private Companies
2015, 2016, 2017, 2018
Disclosures and Methodology
Inc. Best Workplaces – Top Financial Services
2018, 2020
Disclosures and Methodology
Financial Advisor
Top 200 Registered Investment Advisors
2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019
Disclosures and Methodology
Top 25 Fastest-Growing Independent Registered Investment Advisors
InvestmentNews
Best Places to Work for Financial Advisors
Worth
Top 250 Wealth Advisors
FORBES
Top 100 RIA Firms – Fastest Growing RIA Firms
Thinkadvisor
Top 150 Wealth Managers
2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011
Disclosures and Methodology
Five Star Professional
Five Star Wealth Manager
2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology
Registered Rep
Top 50 Independent B/D Advisors
CPA Wealth Provider
Top CPA/Financial Planning Firm
2008, 2009, 2010
Disclosures and Methodology
Certified Great Place to Work
CERTIFIED GREAT PLACE TO WORK
Pacific Coast Business Times
Who’s Who in Banking & Finance
2009 – 2020
Disclosures and Methodology
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
2010 – 2020
Disclosures and Methodology
Fastest Growing Companies
2015 – 2019
Disclosures and Methodology
Central Coast Best Places to Work
2017 – 2019
Disclosures and Methodology
*Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.
Accolades Validate Our Approach
We believe in proactively providing clients with customized and caring advice
— that is solely in our clients’ best interests.
Financial Times
Top 300 Financial Advisors
2014, 2015, 2016, 2017, 2019
Disclosures and Methodology
Financial Advisor
Top 200 Registered Investment Advisors
2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019
Disclosures and Methodology
Top 25 Fastest-Growing Independent Registered Investment Advisors
Inc.
Inc. 5000 Fastest-Growing Private Companies
2015, 2016, 2017, 2018
Disclosures and Methodology
Inc. Best Workplaces – Top Financial Services
2018 – 2020
Disclosures and Methodology
InvestmentNews
Best Places to Work for Financial Advisors
FORBES
Top 100 RIA Firms – Fastest Growing RIA Firms
2006 – 2016
Disclosures and Methodology
Five star professional
Five star wealth manager
2019 ANDY PENSO
Disclosures and Methodology
Worth
Top 250 Wealth Advisors
THINKADVISOR
Top 150 Wealth Managers
2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011
Disclosures and Methodology
Registered Rep
Top 50 Independent B/D Advisors
Pacific Coast Business Times
Who’s Who in Banking & Finance
2009 – 2019
Disclosures and Methodology
Top Wealth Managers and investment advisors
2010 – 2018
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
Disclosures and Methodology
Who’s Who in Business Leadership
2009 BRAD STARK
2019 SETH STREETER
Disclosures and Methodology
Fastest Growing Companies
2015 – 2019
Disclosures and Methodology
Central Coast Best Places to Work
2017 – 2019
Disclosures and Methodology
CPA Wealth Provider
Top CPA/Financial Planning Firm
2008, 2009, 2010
Disclosures and Methodology
*Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.