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