Rankings & Awards
Cresset has earned numerous award recognitions for Top Financial
Advisors, Best Multi-Family Office, and Top Advisory Firms.
Barron’s: Top 100 RIA Firms
- Cresset: 2025 #2 •2024 #3 • 2023 #9 • 2022 #12 • 2021 #32 • 2020 #34
- Cresset was recognized in Barron’s Top 100 RIA Firms. Each year’s rankings awarded by Barron’s in September and determined using proprietary algorithms based on data covering July of prior year through June of award year. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.
Barron’s: Top 100 Independent Financial Advisors
- Jon Goldstein: 2025 #3 • 2024 #5 • 2022 #9 • 2021 #3 • 2020 #7 • 2019 #11 • 2018 #7 • also 2012-2017, 2010, 2004-2007
- David Karp: 2025 #7 •2024 #2 • 2023 #6 • 2022 #1 in VA and #15 in US • 2021 #2 in VA and #69 in US
- Paul Tramontano: 2025 #15 • 2024 #18 • 2022 #18 • 2021 #15 • 2020 #9 • 2019 #14 • 2018 #17 • also 2008-2017
- Dagny Maidman: 2025 #25 • 2023 #25 • 2022 #35 • 2021 #30 • 2020 #12
- Charlie Maxwell: 2025 #39 • 2024 #48 • 2023 #53
- Jim Robbins: 2025 #46
- Wen Nottebohm: 2025 #71 • 2024 #78 • 2023 #77
- Christopher DeMonte: 2023 #88
- Cresset was recognized in Barron’s Top 100 Independent Financial Advisors. Each year’s rankings awarded by Barron’s in September and determined using proprietary algorithms based on data covering July of prior year through June of award year. Cresset paid no applicable fees to participate in the ranking process.
Barron’s: Top 1,200 Financial Advisors by State
- David Karp: Virginia | 2025 #1 • 2024 #7 • 2023 #6 • 2022 #3 • 2021 #8 • D.C. | 2010 #10 • 2011 #12
- Charlie Maxwell: Arizona | 2025 #1 • 2024 #1
- Dagny Maidman: Wyoming | 2024 #1 • 2023 #1; California | 2022 #27 • 2021 #32 • 2020 #16
- Wen Nottebohm: Georgia | 2025 #18 • 2024 #16
- Chris DeMonte: Illinois | 2025 #39 • 2024 #24
- W Janet Dougherty: Illinois | 2025 #37 • 2022 #31
- David Arizini: California | 2025 #102 • 2022 #119
- Paul Tramontano: Connecticut | 2022 #2 • 2021 #2 • 2020 #3 • 2019 #2; New York | 2018 #16 • 2017 #23 • 2015 #16 • also 2010-2014
- Jon Goldstein: California | 2022 #7 • 2021 #14 • 2020 #10 • 2019 #8 • 2018 #9 • also 2010-2015
- Justin Berman: Georgia | 2018 #22 • 2017 #23
Cresset was recognized in Barron’s Top 1,200 Financial Advisor by State. Each year’s rankings awarded by Barron’s in March and determined using proprietary algorithms based on data covering October of two years prior through September of prior year. Cresset paid no applicable fees to participate in the ranking process.
Barron’s: Top 100 Women Financial Advisors
- Wen Nottebohm: 2025 #41 • 2024 #47 • 2023 #52
- W Janet Dougherty: 2025 #50 • 2024 #75 • 2022 #60
- Sarah Simon: 2025 #94
- Dagny Maidman: 2023 #8 • 2022 #10 • 2021 #18 • 2020 #15
- Cresset was recognized in Barron’s Top 100 Women Financial Advisors. Each year’s rankings awarded by Barron’s in July and determined using proprietary algorithms based on data covering January through December of prior year. Cresset paid no applicable fees to participate in the ranking process.
Barron’s: Top 100 Financial Advisors
- Dagny Maidman: 2023 #86 • 2020 #40
- 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
- Cresset was recognized in Barron’s Top 100 Financial Advisors. Each year’s rankings awarded by Barron’s in July and determined using proprietary algorithms based on data covering January through December of prior year. Cresset paid no applicable fees to participate in the ranking process.
Barron’s: Top Private Wealth Management Teams
- Maidman Team: 2023 #23 • 2022 #90 • 2021 #66 – includes Dagny Maidman, Chris Chase, Erik Ralston
- Paul Tramontano: 2021 #86 Top 100
- Jon Goldstein: 2021 #22 Top 100 • 2019 #10 Top 50
- Dagny Maidman: 2020 #45
- Cresset was recognized in Barron’s Top Private Wealth Management Teams. Each year’s rankings awarded by Barron’s in April and determined using proprietary algorithms based on data covering October of two years prior through September of prior year. Cresset paid no applicable fees to participate in the ranking process.
Barron’s: Hall of Fame Advisors
- Paul Tramontano
- Jon Goldstein
- Dagny Maidman
- Cresset Advisors honored on Barron’s Hall of Fame for being ranked on Barron’s Top 100 Advisors lists for 10+ years. Rankings developed by Barron’s using proprietary algorithms. Cresset paid no applicable fees to participate in the ranking process.
Forbes: Top RIA Firms
- Cresset: 2025 #10 • 2024 #14 • 2023 #32 • 2022 #48
- Cresset was recognized in Forbes Top RIA Firms. Each year’s rankings awarded by Forbes in October based on data covering April of prior year through March of award year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid a licensing fee to use the Forbes award logo for marketing purposes.
Forbes: Best-in-State Wealth Advisors
- Advisor: Illinois | 2025 #32 • 2024 #44 • 2023 #33 • 2022 #31 • 2021 #28 • 2020 #102 – (JD)
- Advisor: Illinois | 2025 #21 • 2024 #17 • 2023 #22 • 2022 #32 • 2021 #41 • 2020 #70 – (CD)
- Advisor: Illinois | 2025 #52 • 2024 #93 • 2023 #78 • 2022 #63 – (KD)
- Advisor: Illinois | 2025 #53 • 2024 #54 • 2023 #62 • 2022 #52 – (PB)
- Advisor: Illinois | 2025 #84 – (JS)
- Advisor: Illinois | 2024 #21 – (WN)
- Advisor: Virginia | 2025 #3 – (DK)
- Advisor: Minnesota | 2025 #6 – (CM)
- Advisor: Minnesota | 2025 #7 – (JR)
- Advisor: N. California | 2025 #25 • 2023 #24 – (DA)
- Advisor: N. California | 2025 #45 • 2023 #31 – (DJ)
- Advisor: N. California | 2025 #60 • 2024 #21 • 2023 #39 – (SS)
- Advisor: N. California | 2025 #64 • 2024 #62 – (BHS)
- Advisor: N. California | 2023 #11 – (JG)
- Advisor: S. California | 2025 #63 – (AM)
- Advisor: Colorado | 2025 #16 – (SB)
- Advisor: Colorado | 2025 #80 – (JS)
- Advisor: Georgia | 2025 #93 – (MM)
- Advisor: Connecticut | 2025 #31 • 2023 #23 – (DM)
- Advisor: Connecticut | 2021 #1 – (PT)
- Advisor: New York | 2022 #169 – (AR)
- Cresset was recognized in Forbes Best-in-State Wealth Advisors. Each year’s rankings awarded by Forbes in April based on data covering July of two years prior through June of prior year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no applicable fees to participate in the ranking process.
Forbes: Best-in-State Women Wealth Advisors
- Advisor: Illinois | 2026 #6 • 2025 #12 • 2024 #14 • 2023 #5 • 2022 #14 | and in the US 2021 #113 • 2020 #704 – (JD)
- Advisor: Illinois | 2026 #13 • 2024 #20 • 2023 # 12 • 2022 #46 – (KD)
- Advisor: Georgia | 2026 #3 • 2025 #4 • Illinois 2024 # 7 – (WN)
- Advisor: Georgia | 2026 #10 – (BC)
- Advisor: N. California | 2026 #29 • 2025 #19 • 2024 #20 • 2023 #32 – (SS)
- Advisor: N. California | 2026 #41 (SL)
- Advisor: N. California | 2026 #33 • 2025 #28 •2024 #89 • 2023 #76 – (BHS)
- Advisor: S. California | 2026 #15 • 2025 #33 – (AM)
- Advisor: Denver | 2026 #22 • 2025 #8 – (SB)
- Advisor: Denver | 2026 #14 – (VR)
- Advisor: New York | 2026 #41 – (NC)
- Advisor: New York | 2026 #61 • 2025 #48 • 2023 #102 • 2021 #689 – (AR)
- Advisor: Texas | 2026 #21 – (KS)
- Cresset was recognized in Forbes Best-in-State Women Wealth Advisors. Each year’s rankings awarded by Forbes in February based on data covering October of two years prior through September of prior year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no applicable fees to participate in the ranking process.
Forbes: Top Next-Gen Wealth Advisors
- Advisor: 2025 #27 in US – (WN)
- Advisor: 2023 #88 in US – (SS)
- Advisor: 2021 #148 in US – (PB)
- Cresset was recognized in Forbes Top Next-Gen Wealth Advisors. Each year’s rankings awarded by Forbes in August based on data covering February of prior year through January of award year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no applicable fees to participate in the ranking process.
Forbes: Top Next-Gen Wealth Advisors Best-in-State
- Advisor: Georgia | 2025 #1 • 2024 #5 – (WN)
- Advisor: Georgia | 2025 #15 – (BH)
- Advisor: N. California | 2025 #7 • 2024 #7 • 2023 #5 – (SS)
- Advisor: N. California | 2025 #14 • 2024 #32 • 2023 #11 – (BHS)
- Advisor: N. California | 2025 #17 – (SL)
- Advisor: Colorado | 2025 #10 • 2024 #5 • 2023 #6 – (JS)
- Advisor: New York | 2025 #18 – (NC)
- Advisor: Arizona | 2025 #9 – (DK)
- Advisor: Minnesota | 2025 #13 – (GL)
- Advisor: Illinois | 2025 #7 – (ZB)
- Cresset was recognized in Forbes Top Next-Gen Wealth Advisors. Each year’s rankings awarded by Forbes in August based on data covering February of prior year through January of award year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no applicable fees to participate in the ranking process.
Forbes: America’s Top Wealth Advisors
- Advisor: US | 2021 #59 – (JG)
- Advisor: US | 2020 #40 – (PT)
- Cresset was recognized in Forbes America’s Top Wealth Advisors. Each year’s rankings awarded by Forbes in April based on data covering July of two years prior through June of prior year and determined using proprietary algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no applicable fees to participate in the ranking process.
PRIVATE ASSET MANAGEMENT: Best Multi-Family Office $25B+
- Cresset: 2025 Short List • 2024 Short List • 2022 Short List
PRIVATE ASSET MANAGEMENT: Best Firm Culture
- Cresset: 2026 Winner
PRIVATE ASSET MANAGEMENT: Best Family Office Client Service
- Cresset: 2026 Winner
PRIVATE ASSET MANAGEMENT: Best Education Initiative
- Cresset: 2025 Winner – Launch Generation
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: Top Money Managers
- Cresset: 2025 #12 • 2024 #16 • 2023 #17 • 2022 #20 • 2021 #21
- Published 3/25/2025, ranks firms by total AUM as of 12/31/24.
USA TODAY: Best Financial Advisory Firms
- Cresset: 2025 #17 • 2024 #3 • 2023
- Published April 2025 with data based on AUM growth and peer/client recommendations analyzed as of Jan 2025. Ranking, in collaboration with Statista, identified top RIA firms.
NEWSWEEK: America’s Top Financial Advisory Firms
- Cresset: 2026 • 2025 #6
- Newsweek and Plant-A Insights Group partnered to identify and rank advisory firms using qualitative and quantitative measures, awarded 11/14/25.
CITYWIRE RIA: 50 Growers Across America
- Cresset: 2025 Runner-Up • 2024 Fastest Grower • 2023 Runner-Up
- Citywire uses historical Form ADV data as of 12/31/24 compiled by Discovery Data, award date 12/31/25.
SPEAR’S: Top 500 UHNW Wealth Managers
- David Karp: 2025 • 2024
- Spear’s Indices uses proprietary scoring system for rankings as of 6/11/25. Cresset paid no fee to be included in these rankings.
RIA Edge 100: WealthManagement.com
- Cresset 2025
MARKETS GROUP: Elite Private Wealth CIOs
- Jack Ablin: 2025
RIA INTEL: RIA of the Year (Over $10B in AUM)
- Cresset: 2024
RIA INTEL: CIO of The Year
- Jack Ablin: 2022
THE FAMILY WEALTH ALLIANCE: Young Professionals Award
- Oliver Rose: 2024 • 2022
- Noel Campell: 2024
- Whitney Webb: 2022
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
RIA Intel: Qualitative determination based on industry references and recommendations. Family Wealth Alliance: Honorees chosen based on proprietary scoring system, independent determination, and significant contribution to the industry. Atlanta Magazine: Awards based on independent judges determination as to excellence in achievement innovation, expertise and service. Cresset paid no application fee to participate.
WASHINGTON BUSINESS JOURNAL: Top Wealth Management Firms
- Cresset: 2024 #9 • 2023 #15
NORTHERN VIRGINIA MAGAZINE: Top Financial Professionals
- David Karp: 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019
- Stephen Berardi: 2022 • 2021
- Amanda Plonski: 2021
- Oleg Ikhelson: 2020 • 2019
VIRGINIA BUSINESS: Virginia 500: The 2025-26 Power List
- David Karp: 2025
WASHINGTONIAN: Top Financial Advisers
- Amanda Plonski: 2026 • 2025 • 2024 • 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: 2025 #14 • 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.