Barron’s: Top 100 RIA Firms
- Cresset: 2024 #3 • 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: 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
- Dagny Maidman: 2023 #25 • 2022 #35 • 2021 #30 • 2020 #12
- Wen Nottebohm: 2024 #78 • 2023 #77
- Christopher DeMonte: 2023 #88
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
- 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 | 2025 #102 • 2022 #119
- Justin Berman: Georgia | 2018 #22 • 2017 #23
Barron’s: Top 100 Women Financial Advisors
- Wen Nottebohm: 2024 #47 • 2023 #52
- W Janet Dougherty: 2024 #75 • 2022 #60
- Dagny Maidman: 2023 #8 • 2022 #10 • 2021 #18 • 2020 #15
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
- Dagny Maidman: 2023 #86 • 2020 #40
Barron’s: Top Private Wealth Management Teams
- Paul Tramontano: 2021 #86 Top 100
- Jon Goldstein: 2021 #22 Top 100 • 2019 #10 Top 50
- Maidman Team: 2023 #23 • 2022 #90 • 2021 #66 – includes Dagny Maidman, Chris Chase, Erik Ralston
- Dagny Maidman: 2020 #45
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
Forbes: Best-in-State Wealth Advisors
- Advisor: Illinois | 2024 #44 • 2023 #33 • 2022 #31 • 2021 #28 • 2020 #102
- Advisor: Illinois | 2024 #17 • 2023 #22 • 2022 #32 • 2021 #41 • 2020 #70
- Advisor: Illinois | 2024 #93 • 2023 #78 • 2022 #63
- Advisor: Illinois | 2024 #54 • 2023 #62 • 2022 #52
- Advisor: Illinois | 2024 #21
- Advisor: N. California | 2024 #21 • 2023 #39
- Advisor: N. California | 2024 #62
- Advisor: N. California | 2023 #11
- Advisor: N. California | 2023 #24
- Advisor: N. California | 2023 #31
- Advisor: Connecticut | 2021 #1
- Advisor: Connecticut | 2023 #23
- Advisor: New York | 2022 #169
Forbes: Best-in-State Women Wealth Advisors
- Advisor: Illinois | 2025 #7 • 2024 #7
- Advisor: Illinois | 2025 #12 • 2024 #14 • 2023 #5 • 2022 #14 | and in the US 2021 #113 • 2020 #704
- Advisor: Illinois | 2024 #20 • 2023 # 12 • 2022 #46
- Advisor: Georgia | 2025 #4
- Advisor: N. California | 2025 #19 • 2024 #20 • 2023 #32
- Advisor: N. California | 2025 #28 •2024 #89 • 2023 #76
- Advisor: S. California | 2025 #33
- Advisor: Denver | 2025 #8
- Advisor: New York | 2025 #48 • 2023 #102 • 2021 #689
Forbes: Top Next-Gen Wealth Advisors
- Advisor: Georgia | 2024 #5
- Advisor: N. California | 2024 #7 • 2023 #5 and #88 in US
- Advisor: N. California |2024 #32 • 2023 #11
- Advisor: Colorado | 2024 #5 • 2023 #6 in CO
- Advisor: Colorado | 2024 # 14 • 2023 #17
- Advisor: Illinois | 2021 #148
Forbes: America’s Top Wealth Advisors
- Advisor: US | 2021 #59
- Advisor: US | 2020 #40
Forbes: Top Wealth Advisor Moms
- Advisor: 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: 2025 Short List • 2024 Short List • 2022 Short List
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
USA TODAY: Best Financial Advisory Firms
- Cresset: 2024 #3 • 2023
NEWSWEEK: America’s Top Financial Advisory Firms
- Cresset: 2025 #6
SPEAR’S: Top 500 UHNW Wealth Managers
- David Karp: 2024
CITYWIRE RIA: 50 Growers Across America
- Cresset: 2024 Fastest Grower • 2023 Runner-Up
CRAIN’S CHICAGO BUSINESS: Notable General Counsels
- William Rudnick: 2019
USA Today uses 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 8/16/23. Crain’s Top Money Managers data as of 3/25/2024. Best in class executives chosen based on nomination materials, leadership in their organization, activity in professional groups, civic and community initiatives. Plant-A Insights Group and Newsweek partnered to identify and rank 750 firms, awarded 11/19/24. Cresset paid no fee to be included in these rankings.
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: 2024 • 2023 • 2022 • 2021 • 2020 • 2019
- Stephen Berardi: 2022 • 2021
- Amanda Plonski: 2021
- Oleg Ikhelson: 2020 • 2019
WASHINGTONIAN: Top Financial Advisers
- Amanda Plonski: 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: 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.