Awards and Recognition

USA Today 2026 Best Financial Advisory Firms was announced in April 2026 for data as of January 2026. USA TODAY and Statista have ranked the top 1,000 RIAs based on assets under management and recommendations. To be eligible, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the United States, have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM. RIAs are selected for the rankings based on client and peer recommendations and data points collected from publicly available sources at the time. No compensation was paid to participate or be included in this ranking. Learn more about the methodology here.

Forbes 2026 Best-In-State Wealth Advisors and Forbes 2026 America’s Top Wealth Advisors 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. Stephanie O’Donnell and Lyle Wolberg's recognition was based on information submitted by Kovitz Investment Group Partners. John Adamczyk's recognition was based on information submitted by Connectus Wealth LLC. Management Fees were paid to Forbes for use and promotion of Debra Brede’s and Rand Conner’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients. 

Learn more about the methodology here.

2026 Advisors to Watch: Women Advisors was released in April, 2026 for data as of December 31, 2025. Advisors must first meet the following requirements: at least $150m in AUM, 7 years of experience, 2 years at their current firm and in good standing, clean regulatory record. Those who meet the prequalification completed a survey related to their practices and were then ranked on a 100-pt scale in three categories: Scale, Growth, Professionalism. There are no fees to participate or promote the award. You can learn more about the methodology here. 

Silicon Valley Business Journal’s 2026 AAPI Business Leadership Award honorees were released on March 17, 2026 for data submitted as of February 27, 2026. Honorees must be a person of AAPI origin or descent and be a business owner, c-suite executive, board member, or hold another senior position, and must have been in their current position for at least twelve months as of Jan. 10, 2026. Individuals must also be from for-profit companies, public and private, small businesses, or nonprofits headquartered in the Silicon Valley Business Journal’s coverage area. Honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Commercial interests with the Business Journal are not considered. Review panels may be comprised entirely of Business Journal leadership, or in combination with outside judges determined by the news department. The Business Journal’s editorial leadership has final say and approval for all awards and honorees. No compensation was paid for consideration of this award. Learn more about the award criteria and methodology in the link attached.

Data was provided and rankings were 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: AUM and revenue generated for their firms. Investment performance is not a criteria. Fees were paid to Forbes for use and promotion of Debra Brede’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients. For more information regarding the methodology used, click here (Best-In-State) and here (America’s Top).

Winners were nominated by their peers via an online submission. No compensation was paid for consideration of this award.

Learn more here.

Focus Partners Wealth was named a 5-Star RIA Firm by InvestmentNews. The award was announced September 2025 based off of data as of August 2025. No compensation or fee was paid for inclusion on the list. RO-25-4734938.

The 5-Star RIA Firms list recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.
 
Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process.
 
To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management. 

Barron’s 2025 Top 100 Women Financial Advisors was released in July 2025 for data as of March 31, 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 of 100 questions related to their practices. For this year’s survey, 1,094 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.

Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. 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 2024 and 2023 ADVs filings with the SEC. No compensation was paid to participate or be included in any such ranking.

Forbes 2025 Best-In-State Wealth Advisors and Forbes 2025 America’s Top Wealth Advisors awards were received on April 8, 2025 for data as of June 30, 2024. 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. Stephen Taddie, Elisabeth Cullington, Rachel Luken, and Ty Summerlin's recognition was based on information submitted by HoyleCohen Wealth Management. Tyler Bartlett and Aimee Butler's recognition was based on information submitted by Merriman Wealth. Fees were paid to Forbes for use and promotion of Debra Brede’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients. For more information regarding the methodology used, click here.