2021 (To-Date)

Forbes’ Best-in-State Wealth Advisors

2020

Barron’s America’s Best RIA Firms
America’s Top Wealth Advisors by Forbes
InvestmentNews Women to Watch
Top Wealth Advisor Moms by Working Mother Magazine
Financial Advisor Magazine RIA Ranking (Top 50)
Financial Times Top 300 RIAs
Financial Times 401 Top Retirement Plan Advisers
WealthManagement.com’s Thought Leader of the Year Finalist
Worth Magazine’s Groundbreakers 2020: 50 Women Changing the World
InvestmentPal’s Top 25 Pinterest Savvy Financial Advisors   

2019

Barron’s Top 50 RIA Firms (Top 20)
InvestmentNews 40 Under 40
Financial Advisor Magazine 10 Largest RIA Firms In The West
WealthManagement.com’s Thought Leader of the Year Nominee
Financial Advisor Magazine RIA Ranking (Top 50)
Financial Times 401 Top Retirement Advisers

2018

Barron’s Top 40 RIA Firms
Barron’s Top Women Financial Advisors (Top 10)
Barron’s Top 1200 Financial Advisors (Top 20 in CA)
Financial Advisor Magazine RIA Ranking (Top 50)

2017

Barron’s Top 100 Independent Advisors
Financial Advisor Magazine Top RIAs
InvestmentNews 40 Under 40
Financial Times 401 Top Retirement Advisers
NAPA Top DC Advisor Teams
Barron’s Top 1200 Financial Advisors (Top 20 in CA)
Forbes 100 Fastest Growing RIAs (Top 12)
Barron’s Top 100 Women Financial Advisors (Top 6)
InvestmentPal’s Top 30 Social Media Savvy Advisors

2016

Forbes 100 Fastest Growing RIAs (Top 12)
Barron’s Top Advisor Rankings for CA (Top 6)
Barron’s Top 100 Women Financial Advisors (Top 2)
Financial Times Top 300 RIAs
Financial Times Top RIA National Ranking (Top 30)
InvestmentPal’s Top 30 Social Media Savvy Advisors

2015

Forbes Top 100 Wealth Managers
OC Business Journal Top Financial Advisors (Top 8)
Rep/WealthManagement.com Top 100 RIAs (Top 15)
Barron’s Top 100 Independent Advisors (Top 15)
Barron’s Top Advisor Rankings for CA (Top 6)
Financial Times Top 300 RIAs
Financial Advisor Magazine Top RIAs

2014

Charles Schwab IMPACT Trailblazer Award Winner
OC Register Top Places to Work in OC
Barron’s Top Independent Advisors (Top 20)
Financial Times Top 300 RIAs
Financial Advisor Magazine Top RIAs

2013

Investment News Top Fee Only RIAs
Rep/WealthManagement.com Top 100 RIAs
Forbes Top 50 Wealth Managers
Forbes Fastest Growing Wealth Managers
OC Business Journal Best Places to Work

2012

Barron’s Top 100 Independent Wealth Advisors
Financial Advisor Magazine Top RIAs
Rep/WealthManagement.com Top 100 RIAs
Barron’s Top 100 Independent Financial Advisors
OC Business Journal Best Places to Work
Best of Newport Beach (Financial Consultants)

2011

Financial Advisor Magazine Top RIAs
Registered Rep Top 50 Wealth Management RIAs
AdvisorOne.com Top Wealth Managers
Trusts & Estates Top 50 RIAs
OC Business Journal Best Places to Work

2010

Orange Coast Magazine Top Scoring Wealth Managers
WealthManagerWeb.com Top Wealth Managers
Investment Advisor Top 100 Wealth Managers
Financial Advisor Top RIAs

2009

Wealth Manager Top 50 Women in Wealth Mgmt.
Registered Rep America’s Top 100 RIAs
Wealth Manager Top Wealth Managers
Orange Coast Magazine Best Personal Wealth Managers

2008-2005

Wealth Manager Top Wealth Managers
Registered Rep America’s Top 100 RIAs
Forbes Top 10 Most Dependable Wealth Managers
Financial Advisor Magazine Top RIAs by Asset Growth
Wealth Manager Top Wealth Managers Superstars
Bloomberg Wealth Manager Top Wealth Managers