Cresset Capital https://cressetcapital.com/about/rankings-and-awards/
Cresset Hall

Rankings & Awards

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

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Barron’s: Top 100 RIA Firms

  • Cresset: 2022 #12 • 2021 #32 • 2020 #34

Barron’s: Top 100 Independent financial advisors

  • David Karp: 2022 #1 in VA and #15 in US • 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 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 women financial advisors

  • W Janet Dougherty: 2022 #60

Barron’s: Top 100 financial advisors

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

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


Forbes: Top RIA Firms

  • Cresset: 2022 #48

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

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 $20B+

  • Cresset: 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: 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: 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
  • Paul Pagnato: 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.


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: 2022 Atlanta’s Top 50 Most Powerful People;
  • Jack Sawyer: 2019-2022 Top 500 Most Powerful Leaders

Palm Beach Illustrated Top Lawyers

  • Alyse Comiter: 2021, Rising Star 2016-2020

Minnesota’s 500 Most Powerful Business Leaders

  • Patrick Mahoney: 2021

Awards based on independent judges determination as to excellence in achievement innovation, expertise and service. Cresset paid no application fee to participate.


Washingtonian: Top Financial Advisers

  • Amanda Plonski: 2022
  • Paul Pagnato: 2019 • 2016

Washington Business journal: 40 Under 40 Honoree

  • Amanda Plonski: 2022

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


CRAIN’s Chicago Business: Top Money Managers

  • Cresset: 2021 #21

CRAIN’s Chicago Business: Notable General Counsels

  • William Rudnick: 2019

Best in class executives chosen based on nomination materials, leadership in their organization, activity in professional groups, civic and community initiatives. Cresset paid no application fee to participate.


Northern Virginia Magazine: Top Financial Professionals

  • David Karp: 2022 • 2021 • 2020 • 2019
  • Stephen Berardi: 2022 • 2021
  • Amanda Plonski: 2021
  • Oleg Ikhelson: 2020 • 2019
  • Paul Pagnato: 2019 • 2018 • 2017

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


RIA Channel: Top 100 Wealth Managers

  • PagnatoKarp: 2020 Winner

RIA database uses proprietary set of criteria and data to create rankings based on independence, entrepreneurial spirit and leadership in their field. Cresset paid no application fee to participate.


Washington Business journal: Best Places To Work

  • PagnatoKarp: 2020 • 2016 • 2015

VIRGINIA Business Magazine: Best Places To Work

  • PagnatoKarp: 2020 • 2019 • 2018 • 2016 • 2015

Investment News: Best Places to Work for Financial Advisers

  • Cresset: 2019 Winner

Based on information from employers and employees. Employers describe workplace’s policies and practices. Employees complete surveys as to employee experience. Cresset paid no application fee to participate.