Awards and Recognition

Barron’s 2026 Top 100 RIA Firms list was released in September 2026 for data as of June 30, 2026. Advisors must first pass a prequalification process aimed at verifying their experience and sophistication levels. Those who meet the prequalification criteria then complete a survey of 100 questions related to their practices which is then verified in regulatory databases. Barron’s creates its ranking based on a formula that takes into consideration three major categories including assets, revenue, and quality of practice. Barron’s also considers a wide range of qualitative factors including the advisor’s experience, their advanced degrees and industry designations, the size, shape and diversity of their team, their charitable and philanthropic work, and their compliance record. No fees were paid to Barron’s for consideration or inclusion.

Focus was named 2026 Fastest Growing RIA in Missouri by Citywire.  The award was announced in August 2026 based on data compiled via FINTRX sourced from publicly available SEC ADV filings. Citywire’s editorial team evaluated RIAs and recognizes firms that have demonstrated exceptional growth in assets under management (AUM), employee expansion, and overall business development. FINTRX assessed over 40,000 Registered Investment Advisors (RIAs) based on AUM growth, absolute AUM increase, and employee headcount expansion. Combining these metrics into a “growth factor” to rank RIAs by state. No compensation was paid for consideration of this ranking.

Forbes 2026 America’s Top Next-Gen Wealth Advisors were released in August 2026 for data as of March 31, 2026. Data was provided and ranking was developed by SHOOK® Research, LLC. and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.  No compensation was paid to participate or be included in the ranking. For more information regarding the methodology used, click the link attached.

Forbes 2026 Best-in-State Next-Gen Wealth Advisors were released in August 2026 for data as of March 31, 2026. Data was provided and ranking was developed by SHOOK® Research, LLC. and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.  No compensation was paid to participate or be included in the ranking. For more information regarding the methodology used, click here.

Barron’s 2026 Top 100 Women Financial Advisors was released in July 2026 for data as of March 31, 2026. Advisors must first pass a prequalification process aimed at verifying their experience and sophistication levels. Those who meet the prequalification criteria then complete a survey of 100 questions related to their practices. For this year’s survey, advisors submitted data which is then verified in regulatory databases. Barron’s creates its ranking based on a formula that takes into consideration three major categories including assets, revenue, and quality of practice. Barron’s also considers a wide range of qualitative factors including the advisor’s experience, their advanced degrees and industry designations, the size, shape and diversity of their team, their charitable and philanthropic work, and their compliance record. Fees were paid to Barron’s for use and promotion of the rankings, but not to be considered for the award.

AdvisorHub’s 2026 1,000 Advisors to Watch list was released in June 2026 for data as of December 31, 2025. This recognition is open to any advisors who meet the following requirements: at least $150m in AUM, 7 years of experience, 2 years at current firm and in good standing, and a clean regulatory record. Advisors are then ranked on a 100-pt scale based on their sophistication and scale of practice, year-over-year growth, and professionalism. Todd Douma and Skylar Riddle’s recognition was based on information submitted by Kovitz Investment Group. There are no fees to participate or promote this award. 

Learn more about the award criteria and methodology here.

Financial Advisor’s Magazine’s 2026 RIA Survey and Rankings List was released in July, 2026 for data as of 12/31/2025. Registered Investment Advisers with more than $500 million in assets under management (AUM) are ranked largest to smallest based on AUM and number of clients reported in their publicly available ADV filings with the SEC. No compensation was paid to participate or be included in this ranking.

Read the methodology here.

The 2026 Greater St. Louis Top Workplaces was announced in June 2026 for data as of April, 2026.  Employers must have a minimum of 50 employees and be nominated for the award to qualify. Data was provided and ranking was developed by Energage, LLC and is based on an employee engagement workplace survey that measures the workplace experience and culture. Employers are then grouped by employee size and there survey data reviewed. No compensation was paid to participate or be included in this ranking.  Learn more about the methodology here.

Forbes 2026 America’s Top Wealth Advisor awards were received on April 7, 2026, for data as of June 30, 2025. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Fees were paid to Forbes for use and promotion of Debra Brede’s and Randy Conner’s ranking, but not to be considered for the awards.

 Learn more about the methodology here.

Barron’s 2026 Top Advisor Rankings by State was released in March 2026 for data as of 09/30/2025. Advisors must first pass a prequalification process aimed at verifying their experience and sophistication levels. Those who meet the prequalification criteria then complete a survey with more than 100 questions related to their practices. For this year’s survey, over 7,000 advisors submitted data which is then verified in regulatory databases. Barron’s creates its ranking based on a formula that takes into consideration three major categories including assets, revenue, and quality of practice. Barron’s also considers a wide range of qualitative factors including the advisor’s experience, their advanced degrees and industry designations, the size, shape and diversity of their team, their charitable and philanthropic work, and their compliance record. Fees were paid to Barron’s for use and promotion of the rankings, but not to be considered for the award. 

Learn more about the methodology here.