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Barron’s: Top 100 RIA Firms
Barron’s: Top 100 Independent financial advisors
Barron’s: Top 1,200 financial advisors by state
Barron’s: Top 100 women financial advisors
Barron’s: Top 100 financial advisors
Firm and individual rankings developed by Barron’s using a proprietary algorithm. Cresset paid no application fee to participate. |
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Forbes: Top RIA Firms
Forbes: best-in-state wealth advisors
Forbes: Top women wealth advisors
Forbes: Top wealth advisors
Forbes: Top next-gen wealth advisors
Forbes: Top Wealth Advisor Moms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Cresset paid no application fee to participate. |
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private asset management: Best Multi-Family Office $20B+
private asset management: Best High-Net-Worth Investment Platform
PRIVATE ASSET MANAGEMENT: PRIVATE WEALTH MANAGEMENT M&A DEAL OF THE YEAR
private asset management: Best RIA for High-Net-Worth Clients
Independent judges make determinations based on industry recommendations and a submitted application. Cresset paid no application fee to participate. |
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FA MAGAZINE: Top 50 Fastest-Growing RIAs
FA MAGAZINE: Annual RIA Survey & Ranking
FINANCIAL PLANNING: Top 150 Fee-Only RIAs
FINANCIAL TIMES: Top 300 Registered Investment Advisors
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. |
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Family Wealth Report: Best Multi-Family Office ($15B+)
Family Wealth Report: Best Multi-Family Office (new Entrant)
Family Wealth Report: Best Multi-Family Office ($2.5B -$5B)
Family Wealth Report: Wealth Planning
Family Wealth Report: Private Investment Platform
Family Wealth Report: Rising Star Under 40
Family Wealth Report: Outstanding Contribution to Wealth Management Thought Leadership
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. |
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CRAIN’s Chicago Business: Top Money Managers
CRAIN’s Chicago Business: Notable General Counsels
USA Today: Best Financial Advisory Firms
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. Cresset paid no application fee to participate. |
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RIA INTEL: CIO of the Year
Qualitative determination based on industry references and recommendations. Cresset paid no application fee to participate. The Family Wealth ALLIANCE: Young Professionals Award
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
Palm Beach 100 Most Influential Business Leaders
Atlanta Magazine Top Leaders
Palm Beach Illustrated Top Lawyers
Minnesota’s 500 Most Powerful Business Leaders
Awards based on independent judges determination as to excellence in achievement innovation, expertise and service. Cresset paid no application fee to participate. |
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Washingtonian: Top Financial Advisers
Washington Business journal: 40 Under 40 Honoree
Award winners determined by surveys of local fee-only advisors. Cresset paid no application fee to participate. |
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Northern Virginia Magazine: Top Financial Professionals
Surveys submitted by industry peers as to excellence in fields of broker, financial planner and investment adviser. Cresset paid no application fee to participate. |