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Our Honors

A commitment to client excellence
that shows

Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.

Firm-wide awards

2011

Plan Sponsor

PLANSPONSOR magazine Retirement Plan Advisor Team of the Year

2015

Barron's 2015 Top Institutional Consultant

Barron’s Top 30
Institutional Consultant

2016

Barron's 2016 Top Institutional Consultants

Barron’s Top 30
Institutional Consultant

2017

Barron's 2017 Top Institutional Consultants

Barron’s Top 30
Institutional Consultant

2017

planadviser's 2017 Top 100 Retirement Plan Advisers

planadviser Top 100 Retirement Plan Advisers

2019

NAPA Top DC Advisor Teams

National Association of
Plan Advisors Top DC Advisor Team

Individual advisor awards

2014

Financial Times Top Financial Advisers 2014

Phil Fiore,
The Financial Times Top Financial Adviser

2015

Barron's America's Top Advisor Rankings

Phil Fiore,
Barron’s Top
1,200 Financial Advisor

2015

NAPA Top Women Advisors 2016

Amber Kendrick,
NAPA Top Women Advisors

2016

Young Guns Top 50 Plan Advisors Under 40 2016

Chris Foster,
NAPA Top 50 Plan
Advisors Under 40

2016

In a League of their Own NAPA Top Women Advisors2016

Amber Kendrick,
NAPA Top Women Advisors: All Stars

2017

NAPA Top Women Advisors 2017

Amber Kendrick,
NAPA Top Women Advisors: All Stars

2018

2018 NAPA Top Women Advisors

Amber Kendrick,
NAPA Top Women Advisors: All Stars

2018

Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach

2019

Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach

2020

Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach

For additional information on the application and selection process for these awards, please visit our third-party recognition disclosures.