Forbes Top 250 Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.
Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.
Forbes Best-in-State Women Wealth Advisors (2025), created by SHOOK Research. Most recently presented in February 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking.
Barron's Top 1,200 U.S Financial Advisors (2009-2016 & 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.
AdvisorHub Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.
Forbes Best-in-State Top Next-Gen Wealth Advisors (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.
Forbes Top RIA Firms in America (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.
AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.
AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.
AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.
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. Additional fee was paid for advertising.
Five Star Professional Wealth Manager Award (2012-2016 & 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.
Financial Times Top 400 Financial Advisers (2013-2016 & 2018-2020), created by Ignite Research. Most recently presented in April 2020 based on data gathered as of June 2019. No fee was paid to be included in the ranking.
