Forbes America's Top 250 Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Forbes Best-In-State Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Forbes Top Women Wealth Advisors Best-In-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
Barron's Top 1,200 Financial Advisors (2009-2016 and 2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
AdvisorHub 200 Advisors to Watch (Over $1B) (2025), created by AdvisorHub. Presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
Forbes Top Next-Gen Wealth Advisors Best-In-State (2024-2025), created by SHOOK Research. Most recently presented in August 2025 based on data gathered from 03/30/2024 to 03/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Forbes America's Top RIA Firms (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data gathered from 03/31/2023 to 03/31/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.
AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.
AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.
Expertise.com Best Financial Advisors in Indianapolis (2022-2025), created by Expertise.com. Most recently presented in January 2025 based on data gathered as of August 2024. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Five Star Professional Five Star Wealth Manager Award (2012-2016 and 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
