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Industry Recognition

We are widely recognized within the wealth management and retirement planning industries.

Financial Planning Best RIAs to Work For

2024

Newsweek America's Top Financial Advisory Firms

2025

Barron’s Top 100 RIA Firms

2020 - 2024

Citywire 50 Growers Across America

2023-2024

FA Magazine America's Top RIAs

2022-2024

AdvisorHub's Top 100 Advisors to Watch

2023

RIA Intel's RIA of the Year (Over $1 Billion AUM)

2023

USA Today's Best Financial Advisory Firms

2023

Top 100 Institutional Consulting Teams - Retirement Plan Consulting

2022 - 2025

PLANADVISER Top Retirement Plan Adviser

2022 - 2025

Crain's Cleveland Business Investment Advisers

2022 - 2025

Private Asset Management Awards: Best Firm Culture

2023

The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team

2019 -2022, 2025

InvestmentNews Best Places to Work for Financial Advisors

2020 -2022

NAPA Top Retirement Plan Advisors Under 40

2021, 2019

Financial Times Top 300 Registered Investment Advisers

2015 -2020

Additional Awards

  • Financial Planning & Best Companies Group 2024 Best RIAs to Work for
  • Chief Investment Officer 2024 Industry Innovation Awards OCIO finalist
  • Wealthmanagement.com 2024 Industry Awards Client Initiative Finalist - Family Office
  • Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 & 2024
  • 2020 Best Marketing Campaign, Family Wealth Report
  • 2025 Crain's Cleveland Business Largest Wealth Management Firms in Northeast Ohio
View award disclosures >

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Kim Curtis

Partner

Individuals and Families

5 Mistakes Athletes Make with Name, Image, and Likeness Income  

May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.

Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

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