2021
2020
- Orlando Sentinel – Top Workplaces (November 2020)
- Orlando Business Journal – Best Places to Work (September 2020)
- Financial Advisor Magazine – 2020 RIA Ranking (September 2020)
2019
- Pension & Investments – Best Places to Work in Money Management (December 2019)
- Orlando Sentinel – Top Workplaces (August 2019)
- Orlando Business Journal – Best Places to Work (July 2019)
- Financial Times – Top 300 Financial Advisers 2019 (July 2019)
- Centre for Fiduciary Excellence – CEFEX Registration (January 2019)
2018
- Orlando Sentinel – Top 100 Companies (August 2018)
- Financial Times – Top 300 Financial Advisers 2018 (July 2018)
- Orlando Business Journal – Best Places to Work (July 2018)
- Centre for Fiduciary Excellence – CEFEX Certification (January 2018)
2017
- Orlando Sentinel – Top 100 Companies (August 2017)
- Orlando Business Journal – Best Places to Work (July 2017)
- Financial Times – Top 300 Financial Advisers 2017 (June 2017)
- AdvisoryHQ – Top Ranked Financial Advisory Firm 2017 (April 2017)
- Centre for Fiduciary Excellence – CEFEX Certification (January 2017)
2016
- Pension & Investments – Best Places to Work in Money Management (December 2016)
- Orlando Sentinel – Top 100 Companies (August 2016)
- Orlando Business Journal – Best Places to Work (June 2016)
- Financial Times – Top Financial Advisers 2016 (June 2016)
- AdvisoryHQ – Top Ranked Wealth Advisor 2016 (March 2016)
- Centre for Fiduciary Excellence – CEFEX Certification (January 2016)
2015
- Financial Times – Top Financial Advisers 2015 (June 2015)
- Orlando Business Journal – Best Places to Work (June 2015)
- Bloomberg Magazine – Top 50 Registered Investment Advisers (January 2015)
- Centre for Fiduciary Excellence – CEFEX Certification (January 2015)