Recognized by...

Wall Street Journal logo
financial advisors logo
Top Financial Advisers 2017 logo
NAPA Top Advisor Teams logo
100 St. Louisans You Should Know Logo
NAPA Top DC Advisor Team Logo
Wealth Management 2019 Industry Awards Finalist logo
St. Louis Business Journal logo
Invest in Others logo
Small Business Monthly logo
NAPA Top Advisor Teams logo

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