Worth Magazine - Leading Advisors
Rochester Business Journal - Largest Money Managers
Recognition
Home / Recognition
We are proud to be recognized by our industry and our community for our dedicated service to our clients.
Worth Magazine - Leading Advisors
Rochester Business Journal - Largest Money Managers
Financial Planning Magazine - Top 150 RIA Firms
Financial Advisor Magazine - RIA Ranking
Rochester Business Journal - Largest Money Managers
RIA Channel - Top 100 ETF Power User
Financial Planning Magazine - Top 150 RIA Firms
Financial Advisor Magazine - RIA Ranking
Rochester Business Journal - Largest Money Managers
Financial Planning Magazine - Top 150 RIA Firms
Rochester Business Journal - Largest Money Managers
Investment News - Best Places to Work
RIA Channel - Top 100 ETF Power Users
Financial Planning Magazine - Top 150 RIA Firms
Rochester Business Journal - Largest Money Managers
Investment News - Best Places to Work
RIA Channel - Top 100 Wealth Managers
Financial Advisor Magazine - RIA Ranking - 2019
Rochester Business Journal - Largest Money Managers - 2019, 2018, 2017
Financial Times - 300 Top Registered Investment Advisors - 2019 2018, 2017, 2014
Forbes - Fastest Growing RIA Firms Over Ten Years - 2016
Financial Planning - Top 150 RIA Firms - 2017, 2016, 2015
RIA Channel - Top 100 RIA Firms - 2016