2021

Future 50 Companies

St. Louis Small Business Monthly

2021

FA Magazine RIA Ranking

Financial Advisor Magazine

2021

Executive Leadership Luminary

ThinkAdvisor Luminaries

2021

FA Magazine RIA Ranking

2021

Largest Corporate Philanthropists – Small Firms

St. Louis Business Journal

2021

Best Accounting Firms List 

St. Louis Small Business Monthly 

2021

Best in Customer Service – Accounting

St. Louis Small Business Monthly

2020

Future 50 Companies

St. Louis Small Business Monthly

2020

Best Places to Work

Illinois Business Journal

2020

FA Magazine RIA Ranking

Financial Advisor Magazine

2019

Top DC Advisor Team List

National Association of Plan Advisors

2019 

Top Winning Workplace

Small Business Monthly

2019

Invest in Others Charitable Champions List

Invest in Others Charitable Foundation

2019

Future 50 Companies

Small Business Monthly

2019 

Corporate Philanthropy – 2nd Highest Donations as a Percentage of Revenue

St. Louis Business Journal

2019

CEO of the Year Finalist

WealthManagement.com

2018 

Lifetime Achievement Honorable Mention

Invest in Others

2018 

Thought Leader of the Year Finalist

WealthManagement.com

2018

Inc. 5000 List

Inc. 

2018

Top NAPA DC Advisor

National Association of Plan Advisors

2017

Lifetime Achievement Honorable Mention

Invest in Others

2017

100 St. Louisans You Should Know

Small Business Monthly

2017

FT401k Top Advisor

Financial Times

2016

19th Fastest Growing Adviser

Financial Advisor Magazine

2016

Financial Times Top 300 Advisor

2015

FA Magazine RIA Ranking