Boulder Valley 40 Under Forty: 2023 (Eliza Leach)
Mercury 100 Fastest-Growing Private Companies: 2023 (#9), 2022 (#3)
Top 200 Private Companies in Colorado: 2023 (#47), 2022 (#41)
GenXYZ Top Young Professionals: 2022 (Cassie Puhalla)
Denver-Area Wealth Management Firms: 2022 (#10), 2021 (#10)
Colorado-Based Investment Managers: 2023 (#4), 2022 (#5)
Fastest-Growing Denver-Area Private Companies: 2022 (#10)
Outstanding Women in Business: 2022 (Emily Mears)
Multi-Family Office $2.5 Billion to $5 Billion AUM: 2023 (Finalist), 2022 (Finalist)
America's Top RIA: 2023 (#134), 2022 (#131), 2021 (#145)
RIA Leaders: 2023 (#81), 2022 (#88), 2021 (#149)
Top 300 US Registered Investment Advisers: 2020
2022-23
2023 (#9), 2022 (Honorable Mention), 2021 (#37), 2016 (#73), 2014 (#39)