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

Financial Times

Five Star Professional
2019 ANDY PENSO
2019 CLAUDIA SAWAF
Disclosures and Methodology

Fortune
2021 (#26)
Disclosures and Methodology
2020 (#18); 2021 (#31)
Disclosures and Methodology
Great Place to Work® - Certified™
July 2020 - July 2022
Disclosures and Methodology
Inc.
2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260)
Disclosures and Methodology
InvestmentNews
investor.com
2020 AZ, CA, CO, IL, OR, TX, WA
Disclosures and Methodology
Pacific Coast Business Times
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
Disclosures and Methodology
Pacific Coast Business Times
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
2017 - 2019, 2021, 2022
Disclosures and Methodology

Pacific Coast Business Times
Disclosures and Methodology
WealthManagement.com
2021 (#40 overall; #6 in CA)
Disclosures and Methodology
WealthManagement.com
2021 (#21)
Disclosures and Methodology