Awards and
Rankings

We are proud to have received industry recognition and prestigious awards.

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

Inc.


Inc. 5000 Fastest-Growing Private Companies

2015, 2016, 2017, 2018
Disclosures and Methodology

Inc. Best Workplaces – Top Financial Services

Financial Advisor


Top 200 Registered Investment Advisors

2011, 2012, 2013, 2014, 2015, 2017, 2018
Disclosures and Methodology

Top 25 Fastest-Growing Independent Registered Investment Advisors

Worth


Top 250 Wealth Advisors

FORBES


Top 100 RIA Firms – Fastest Growing RIA Firms (2006 – 2016)

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

CPA Wealth Provider


Top CPA/Financial Planning Firm

2008, 2009, 2010
Disclosures and Methodology

Pacific Coast Business Times


Who’s Who in Banking & Finance

Who’s Who in Business Leadership

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
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

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.

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
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

FORBES


Top 100 RIA Firms – Fastest Growing RIA Firms

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

Top Wealth Managers and investment advisors

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
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

Fastest Growing Companies

Central Coast Best Places to Work

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.