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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: 2023 #9 • 2022 #12 • 2021 #32 • 2020 #34

Barron’s HALL OF FAME ADVISORS

  • Paul Tramontano
  • Jon Goldstein
  • Honored on Barron’s Top 100 Advisor rankings for 10+ years

Barron’s: Top 100 Independent financial advisors

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

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

  • David Karp: Virginia | 2024 #7 • 2023 #6 • 2022 #3 • 2021 #8 • D.C. | 2010 #10 • 2011 #12
  • Charlie Maxwell: Arizona | 2024 #1
  • Wen Nottebohm: Georgia | 2024 #16
  • Chris DeMonte: Illinois | 2024 #24
  • W Janet Dougherty: Illinois | 2022 #31
  • 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
  • David Arizini : California | 2022 #119
  • Justin Berman: Georgia | 2018 #22 • 2017 #23

Barron’s: Top 100 women financial advisors

  • Wen Nottebohm: 2023 #52
  • W Janet Dougherty: 2022 #60

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

  • Paul Tramontano: 2021 #86 Top 100
  • Jon Goldstein: 2021 #22 Top 100 • 2019 #10 Top 50

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

forbes top wealth advisors

Forbes: Top RIA Firms

  • Cresset: 2023 #32 • 2022 #48

Forbes: best-in-state wealth advisors

  • W Janet Dougherty: Illinois | 2024 #44 • 2023 #33 • 2022 #31 • 2021 #28 • 2020 #102
  • Chris DeMonte: Illinois | 2024 #17 • 2023 #22 • 2022 #32 • 2021 #41 • 2020 #70
  • Kimberly DuBord: Illinois | 2024 #93 • 2023 #78 • 2022 #63
  • Pat Biladeau: Illinois | 2024 #54 • 2023 #62 • 2022 #52
  • Wen Nottebohm: Illinois | 2024 #21
  • Sarah Simon: N. California | 2024 #21 • 2023 #39
  • Jon Goldstein : N. California | 2023 #11
  • David Arizini: N. California | 2023 #24
  • Dean Jackson: N. California | 2023 #31
  • Paul Tramontano: Connecticut | 2021 #1
  • Duke Mulvoy: Connecticut | 2023 #23
  • Angela Raitzin: 2022 #169 in NY

Forbes: Best-in-state women wealth advisors

  • W Janet Dougherty: 2024 #14 • 2023 #5 • 2022 #14 in IL • 2021 #113 in US • 2020 #704 in US
  • Kimberly DuBord: 2024 #20 • 2023 # 12 • 2022 #46 in IL
  • Wen Nottebohm: 2024 #7 in IL
  • Sarah Simon: 2024 #20 • 2023 #32 in N. CA
  • Brooks Hays: 2024 #89 • 2023 #76 in N. CA
  • Angela Raitzin: 2023 #102 in NY

Forbes: America’s Top wealth advisors

  • Jon Goldstein: 2021 #59 in US
  • Paul Tramontano: 2020 #40 in US

Forbes: America’s Top women wealth advisors

  • Angela Raitzin: 2021 #689 in NY

Forbes: Top next-gen wealth advisors

  • Sarah Simon: 2023 #88 in US and #5 in N. CA
  • Brooks Hays: 2023 #11 in N. CA
  • Jake Schwinn: 2023 #6 in CO
  • Gus Spaulding: 2023 #17 in CO
  • Pat Biladeau: 2021 #148 in US

Forbes: Top Wealth Advisor Moms

  • W Janet Dougherty: 2019

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.

FA MAGAZINE: TOP 50 FASTEST-GROWING RIAS

  • Cresset: 2022 #3 • 2021 #4

FA MAGAZINE: ANNUAL RIA SURVEY & RANKING

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

FINANCIAL PLANNING: TOP 150 FEE-ONLY RIAS

  • Cresset: 2022 #3 •Cresset: 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 • PagnatoKarp: 2018 Winner

FAMILY WEALTH REPORT: BEST MULTI-FAMILY OFFICE ($2.5B -$5B)

  • PagnatoKarp: 2020 Winner • PagnatoKarp: 2018 Finalist

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.

Crain's chicago business 2

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

USA TODAY: BEST FINANCIAL ADVISORY FIRMS

  • Cresset: 2024 #3 • 2023

CITYWIRE RIA: 50 GROWERS ACROSS AMERICA

  • Cresset: 2023 Runner-Up

CRAIN’S CHICAGO BUSINESS: NOTABLE GENERAL COUNSELS

  • William Rudnick: 2019

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. 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. Cresset paid no fee to be included in these rankings.

RIA Intel Awards

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: 2022
  • 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.

Washingtonian Top Wealth Adviser

Washington Business journal: Top Wealth Management Firms

  • Cresset: 2023 #15

Washington Business journal: 40 Under 40 Honoree

  • Amanda Plonski: 2022

Washingtonian: Top Financial Advisers

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

Award winners determined by surveys of local fee-only advisors. Cresset paid no application fee to participate.

Northern Virginia Magazine Best Financial Advisers

NORTHERN VIRGINIA MAGAZINE: TOP FINANCIAL PROFESSIONALS

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

Surveys submitted by industry peers as to excellence in fields of broker, financial planner and investment adviser. Cresset paid no application fee to participate.

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