Honored as a top registered investment adviser, fast-growing private company, and best place to work.
BizWest
Mercury 100 Fastest-Growing Private Companies: 2022 (#3)
ColoradoBiz
Top 200 Private Companies in Colorado: 2022 (#41)
GenXYZ Top Young Professionals: 2022 (Cassie Puhalla)
Denver Business Journal
Denver-Area Wealth Management Firms: 2022 (#10), 2021 (#10)
Colorado-Based Investment Managers: 2022 (#5)
Fastest-Growing Denver-Area Private Companies: 2022 (#10)
Outstanding Women in Business: 2022 (Emily Mears)
FamilyWealthReport Awards
Multi-Family Office $2.5 Billion to $5 Billion AUM: 2023 (Finalist), 2022 (Finalist)
Financial Advisor
America's Top RIA: 2022 (#131), 2021 (#145)
FinancialPlanning
RIA Leaders: 2022 (#88), 2021 (#149)
Financial Times
Top 300 US Registered Investment Advisers: 2020
Great Place to Work
2022-23
Outside Best Places to Work
2022 (Honorable Mention), 2021 (#37), 2016 (#73), 2014 (#39)