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Awards

Awards

The dedication and quality of our leadership, staff, and advisor network do not go unnoticed.

Awards

2016

Ranked: Financial Times Top 300 RIA List for 2016

2015

Ranked: Financial Times Top 300 RIA List for 2015

2014

Ranked: Financial Times Top 300 RIA List for 2014

Ranked: #28 on Financial Advisor Magazine's  2014 List of Fastest-Growing RIA firms

2013

Ranked: #27 on Financial Advisor Magazine’s 2013 List of Fastest-Growing RIA Firms

2011

Ranked: #6 on Financial Advisor Magazine’s 2011 List of Fastest-Growing RIA Firms

Member of the Million Dollar Round Table (MDRT) and the prestigious Top of the Table

2007

Top 5 Finalists “Advisor of the Year Award” by Senior Market Advisor magazine

Featured on General Alexander Haig’s Chosen Topics, CNBC

2006

“Top 10 Wealth Managers of the Central US Region," Goldline Research

Top 5 Finalists “Advisor of the Year Award” by Senior Market Advisor magazine

2005

Cover of Senior Market Advisor magazine, December 2005

The 2016 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.