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Cresset Hall

Rankings & Awards

Best Multi-Family Office. Top Financial Advisors. Best Places to Work.

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Barron’s

Barron’s Top 100 RIA Firms

Cresset: 2021 #32 • 2020 #34

Barron’s Top 1,200 Financial Advisors by State

David Karp: Virginia | 2022 #3 • 2021 #8 • D.C. | 2010 #10 • 2011 #12

W Janet Dougherty: Illinois | 2022 #31

Paul Pagnato: Virginia | 2019 #2 • 2018 #3 • 2016 #2 • 2015 #3 • 2014 #2 • 2013 #5; D.C. | 2011 #6 • 2010 #3 • 2009 #9

Justin Berman: Georgia | 2018 #22 • 2017 #23

Barron’s Top 100 Independent Financial Advisors

David Karp: 2021 #2 in VA and #69 in US

Paul Pagnato: 2018 #16 • 2017 #19 • 2015 #28 • 2014 #36 • 2013 #66 • 2012 #86

Barron’s Top 100 Financial Advisors

Paul Pagnato: 2016 #67 • 2015 #82 • 2014 #85 • 2013 #96 • 2012 #86


Forbes

Forbes Best-In-State Wealth Advisors

W Janet Dougherty: Illinois | 2022 #31 • 2021 #28 • 2020 #102

Chris DeMonte: Illinois | 2022 #32 • 2021 #41 • 2020 #70

Pat Biladeau: Illinois | 2022 #52

Kimberly DuBord: Illinois | 2022 #63

Paul Pagnato: N. Virginia | 2022 #1 • 2021 #1 • 2020 #1 • 2019 #2 • 2018 #2

Forbes Top Women Wealth Advisors

W Janet Dougherty: 2022 #14 in IL • 2021 #113 in US • 2020 #704 in US

Kimberly DuBord: 2022 #46 in IL

Forbes Top Wealth Advisors

Paul Pagnato: 2021 #35 • 2020 #31 • 2019 #29 • 2018 #35 • 2017 #30 • 2016 #35

Forbes Top Next-Gen Wealth Advisors

Pat Biladeau: 2021 #148

Working Mother/SHOOK Research

W Janet Dougherty: 2019 Top Wealth Advisor Moms


Private Asset Management Awards 2021

private asset management

Best Multi-Family Office $20B+

Cresset 2022 Short List

Best High-Net-Worth Investment Platform

Cresset 2021 Winner

Private Wealth Management M&A Deal of the Year

Cresset 2020 Winner

Best RIA for High-Net-Worth Clients

Cresset 2019 Winner


FA MAGAZINE

Top 50 Fastest-Growing RIAs

Cresset: 2021 #4

Annual RIA Survey & Ranking

Cresset: 2021 #34; PagnatoKarp: 2020 • 2019 • 2018

FINANCIAL PLANNING

Top 150 Fee-Only RIAs

Cresset: 2021 #19; Berman: 2021 #133

FINANCIAL TIMES

FT Top 300 Registered Investment Advisors

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

Paul Pagnato: 2016 • 2015


Family Wealth Report

Best Multi-Family Office ($15B+)

Cresset 2022 Finalist

Best Multi-Family Office (New Entrant)

Cresset 2020 Winner • PagnatoKarp 2018 Winner

Best Multi-Family Office ($2.5B-$5B)

PagnatoKarp 2020 Winner • PagnatoKarp 2018 Finalist

Wealth Planning

Cresset 2022 Finalist

Private Investment Platform

Cresset 2022 Finalist

Rising Star Under 40

Sarah Simon 2022 Finalist

Outstanding Contribution to Wealth Management Thought Leadership

Jack Ablin 2020 Finalist


IFC Awards

CityWealth Top 100 Wealth Advisors in North America

Jack Ablin: 2020, 2010-2019, 2006

Palm Beach 100 Most Influential Business Leaders

Bob Dunkin: 2020-2022

Palm Beach Illustrated Top Lawyers

Alyse Comiter: 2021, Rising Star 2016-2020

Atlanta Magazine 500 Most Powerful Leaders

Jack Sawyer: 2019-2022

Minnesota’s 500 Most Powerful Business Leaders

Patrick Mahoney: 2021


Washingtonian

Washingtonian Top Financial Advisers

Amanda Plonski: 2022

Paul Pagnato: 2019 • 2016


CRAIN’s

Crain’s Chicago Top Money Managers

Cresset: 2021 #21

Crain’s Chicago Business: Notable General Counsels

William Rudnick: 2019


investment news

Best Places to Work for Financial Advisers

Cresset 2019 Winner


RIA Channel

Top 100 Wealth Managers

PagnatoKarp 2020 Winner


Northern Virginia Magazine

Top Financial Professionals

David Karp: 2021 • 2020 • 2019

Stephen Berardi: 2021

Amanda Plonski: 2021

Oleg Ikhelson: 2020 • 2019

Paul Pagnato: 2019 • 2018 • 2017


Washington Business journal

Best Places To Work

PagnatoKarp: 2020 • 2016 • 2015

 

VIRGINIA Business Magazine

Best Places To Work

PagnatoKarp: 2020 • 2019 • 2018 • 2016 • 2015