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Rankings & Awards

Cresset has earned numerous award recognitions for Top Financial
Advisors, Best Multi-Family Office, and Top Advisory Firms.

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Barron's Top 100 Independent Advisors

Barron’s: Top 100 RIA Firms

  • Cresset: 2024 #3 • 2023 #9 • 2022 #12 • 2021 #32 • 2020 #34

Barron’s: Hall of Fame Advisors

Barron’s: Top 100 Independent financial advisors

  • David Karp: 2024 #2 • 2023 #6 • 2022 #1 in VA and #15 in US • 2021 #2 in VA and #69 in US
  • Jon Goldstein: 2024 #5 • 2022 #9 • 2021 #3 • 2020 #7 • 2019 #11 • 2018 #7 • also 2012-2017, 2010, 2004-2007
  • Paul Tramontano: 2024 #18 • 2022 #18 • 2021 #15 • 2020 #9 • 2019 #14 • 2018 #17 • also 2008-2017
  • Charlie Maxwell: 2024 #48 • 2023 #53
  • Wen Nottebohm: 2024 #78 • 2023 #77
  • Christopher DeMonte: 2023 #88

Barron’s: Top 1,200 financial advisors by state

Barron’s: Top 100 women financial advisors

Barron’s: Top 100 Financial Advisors

  • Paul Tramontano: 2020 #31 • 2019 #48 • 2018 #52 • 2017 #68 • 2016 #84 • also 2012-2015, 2010, 2004-2006
  • Jon Goldstein: 2021 #15 • 2020 #13 • 2019 #29 • 2018 #10 • 2017 #36 • also 2009-2016, 2006-2007

Barron’s: Top Private Wealth Management Teams

Firm and individual rankings developed by Barron’s using proprietary algorithms. Cresset paid no application fee to participate.

Forbes: Top RIA Firms

  • Cresset: 2024 #14 • 2023 #32 • 2022 #48

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no application fee to participate.

PRIVATE ASSET MANAGEMENT: Best Multi-Family Office $25B+

  • Cresset: 2024 • 2022 Short List

PRIVATE ASSET MANAGEMENT: Best High Net Worth Investment Platform

  • Cresset: 2021 Winner

PRIVATE ASSET MANAGEMENT: Private Wealth Management M&A Deal of the Year

  • Cresset: 2023 Winner • 2020 Winner

PRIVATE ASSET MANAGEMENT: Best RIA for High Net Worth Clients

  • Cresset: 2019 Winner

Independent judges make determinations based on industry recommendations and a submitted application. Cresset paid no application fee to participate.

Crain's chicago business 2

USA TODAY: Best Financial Advisory Firms

  • Cresset: 2024 #3 • 2023

CRAIN’S CHICAGO BUSINESS: Top Money Managers

  • Cresset: 2024 #16 • 2023 #17 • 2022 #20 • 2021 #21

SPEAR’S: Top 500 UHNW Wealth Managers

  • David Karp: 2024

CITYWIRE RIA: 50 Growers Across America

  • Cresset: 2023 Runner-Up

CRAIN’S CHICAGO BUSINESS: Notable General Counsels

  • William Rudnick: 2019

USA Today – Peer/Client Recommendations collected via independent survey sent to 20,000+ clients and financial advisors. Growth of Assets under Management (AUM) analyzed both short (12 months) and long term (5-years) based on publicly available data. Citywire uses historical Form ADV data compiled for them by Discovery Data, with award released on 8/16/23. Top Money Managers data as of 12/21/2022. Best in class executives chosen based on nomination materials, leadership in their organization, activity in professional groups, civic and community initiatives. Cresset paid no fee to be included in these rankings.

RIA Intel Awards

RIA INTEL: RIA of the Year (Over $10B in AUM)

  • Cresset: 2024

RIA INTEL: CIO of The Year

  • Jack Ablin: 2022

Qualitative determination based on industry references and recommendations. Cresset paid no application fee to participate.

THE FAMILY WEALTH ALLIANCE: Young Professionals Award

  • Oliver Rose: 2024 • 2022
  • Noel Campell: 2024
  • Whitney Webb: 2022

Honorees chosen based on proprietary scoring system, independent determination, and significant contribution to the industry. Cresset paid no application fee to participate.

CITYWEALTH: TOP 100 Wealth Advisors in North America

  • Jack Ablin: 2010-2022, 2006

PALM BEACH: 100 Most Influential Business Leaders

  • Bob Dunkin: 2020-2022

ATLANTA MAGAZINE: Top Leaders

  • Jack Sawyer: 2019-2024 Top 500 Most Powerful Leaders
  • Jack Sawyer: 2022 Atlanta’s Top 50 Most Powerful People
  • Todd Tautfest: 2024 Top 500 Most Powerful Leaders

Awards based on independent judges determination as to excellence in achievement innovation, expertise and service. Cresset paid no application fee to participate.

Northern Virginia Magazine Best Financial Advisers

WASHINGTON BUSINESS JOURNAL: Top Wealth Management Firms

  • Cresset: 2024 #9  •  2023 #15

NORTHERN VIRGINIA MAGAZINE: Top Financial Professionals

  • David Karp: 2024 • 2023 • 2022 • 2021 • 2020 • 2019
  • Stephen Berardi: 2022 • 2021
  • Amanda Plonski: 2021
  • Oleg Ikhelson: 2020 • 2019

WASHINGTONIAN: Top Financial Advisers

  • Amanda Plonski: 2023 • 2022
  • Michelle Chapin: 2023

WASHINGTON BUSINESS JOURNAL: 40 Under 40 Honoree

  • Amanda Plonski: 2022

Surveys submitted by industry peers as to excellence in fields of broker, financial planner and investment adviser. Award winners determined by surveys of local fee-only advisors. Cresset paid no application fee to participate.

FA MAGAZINE: Annual RIA Survey & Ranking

  • Cresset: 2023 #17 • 2022 #22 • 2021 #34; PagnatoKarp: 2020 • 2019 • 2018

FA MAGAZINE: Top 50 Fastest-Growing RIAs

  • Cresset: 2022 #3 • 2021 #4

FINANCIAL PLANNING: Top 150 Fee-Only RIAs

  • Cresset: 2022 #3 • 2021 #19 • Berman: 2021 #133

FINANCIAL TIMES: Top 300 Registered Investment Advisors

  • Justin Berman: 2020 • 2019 • 2018 • 2017 • 2016 • 2015

RIA Survey and Ranking: Firms that provide financial planning services complete survey of financial planning and related services. Top 50 RIAs: Determined by AUM provided in ADV. Cresset paid no application fee to participate.

FAMILY WEALTH REPORT: Best Multi-Family Office ($15B+)

  • Cresset: 2022 Finalist

FAMILY WEALTH REPORT: Best Multi-Family Office (New Entrant)

  • Cresset: 2020 Winner

FAMILY WEALTH REPORT: Wealth Planning

  • Cresset: 2022 Finalist

FAMILY WEALTH REPORT: Private Investment Platform

  • Cresset: 2022 Finalist

FAMILY WEALTH REPORT: Rising Star Under 40

  • Sarah Simon: 2022 Finalist

FAMILY WEALTH REPORT: Outstanding Contribution to Wealth Management Thought Leadership

  • Jack Ablin: 2020 Finalist

Judging panels make choices based on survey submissions with focus on client experience and not quantitative performance metrics. Cresset paid no application fee to participate.

View Award Disclosures

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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