We are proud to be recognized by our industry and our community for our dedicated service to our clients.

Financial Planning 

“Top 150 RIA Firms”  

Financial Advisor Magazine 

“2019 RIA Ranking”  

Financial Times 

“300 Top Registered Investment Advisors” 

Investment News 

“Best Places to Work for Financial Advisors”   

RIA Channel 

“Top 100 Wealth Managers”    

Forbes 

“100 Fastest Growing RIA firms” 

Rochester Business Journal  

“Largest Money Managers”