See disclosures about these awards and recognitions here.

NAPA – Top DC Advisor Team – 2017

Recognized as one of 2017’s top defined contribution adviser teams with AUA under $100 Million by NAPA.

FINANCIAL TIMESTop 300 Registered Investment Advisers – 2015 – 2017

Recognized as one of 2015, 2016, and 2017’s top 300 registered investment adviser firms by Financial Times.

PHOENIX BUSINESS JOURNAL BOOK OF LISTSTop 25 Independent Investment Adviser Rankings – 2013 – 2017

Ranked as the No. 2 (2017) independent investment adviser by assets under management in the Phoenix Business Journal’s annual ranking for 2013, 2014, 2015, 2016, and 2017.


Multiple advisors were named on the list of the top wealth managers in Phoenix for 2013, 2014, 2015, 2016, and 2017.

RANKING ARIZONA MAGAZINE– Independent Investment Firms Ranking – 2015 – 2017

Recognized as one of 2015, 2016, and 2017’s top independent investment firms in the Valley.

BARRON’S – Top 1,200 Financial Advisors – 2016

Mark Feldman, CEO, included in the 2016 Barron’s top 1,200 financial advisors ranking in the nation.

BARRON’S – Top 100 Wealth Investment Advisors – 2015 – 2016

Awarded No. 16 in 2015 and No. 10 in 2016’s Barron’s top 100 wealth investment advisors ranking.

FINANCIAL ADVISOR MAGAZINE – Top RIA Ranking – 2015 – 2017

Included in the 2015, 2016, and 2017 (No. 87) Financial Advisor Magazine’s Top RIA Ranking.

AZ BUSINESS MAGAZINE Industry Leaders of Arizona – 2017

Included as a finalist for the 2017 Industry Leaders of Arizona.

ADVISORYHQ – Top 11 Financial Advisors in Phoenix & Scottsdale – 2016

Recognized as one of 2016’s top 11 financial advisors in Phoenix and Scottsdale by AdvisoryHQ.


Named No. 2 on the 2017 list of AZCentral’s Top Companies to Work For in Arizona, a list comprised of only 50 companies. Named in 2013, 2014, 2015, 2016, and 2017.

ARIZONA REPUBLIC’s WHO’S WHO IN BUSINESS – Top 10 Investment Advisory Firms – 2015 – 2016

Ranked as the No. 4 investment advisory firm in the Valley in the Arizona Republic’s Who’s Who In Business annual ranking in 2015 and ranked No. 5 in 2016.

PENSIONS & INVESTMENTS –Best Places to Work in Money Management – 2016 – 2017

Recognized in the Managers with Less Than 20 to 48 Employees section of Best Places to Work in Money Management for 2016 and 2017.

BARRON’S – Top 100 Independent Wealth Advisors – 2015

Mark Feldman, CEO, included in the 2015 Barron’s top 100 independent wealth advisors ranking.

BARRON’S – Top Financial Advisors – 2015

Included in the 2015 Barron’s top financial advisors ranking.

FORBES – Top 100 Wealth Managers – 2015

Recognized as one of 2015’s top 100 wealth management firms by Forbes.

FINANCIAL TIMES – Top 100 Women Financial Advisers – 2014

Recognized as one of 2014’s top 100 women financial advisers by Financial Times.


Included in the 2015 top 100 registered investment advisors in the nation.

AZ BUSINESS MAGAZINE Most Influential Women – 2016

Christina Burroughs, Partner, named one of the most influential women of 2016.

AZ BUSINESS LEADERS MAGAZINE Industry Leaders – 2015 – 2017

Named as an industry leader in the wealth management industry for 2015, 2016, and 2017.

AZ BUSINESS MAGAZINE – Most Admired Companies – 2014

Included as one of the most admired companies in Arizona in 2014.

PHOENIX BUSINESS JOURNAL – Best Places to Work – 2014

Ranked as one of the best places to work in Arizona by employee opinion in the Phoenix Business Journal’s annual ranking for 2014.

FINANCIAL ADVISOR MAGAZINE 50 Fastest Growing Firms in the U.S. – 2013

Awarded No. 25 on the 2013 list of the fastest growing firms in the U.S.

FINANCIAL PLANNING MAGAZINE 50 Fastest Growing, Fee-Only RIA Firms – 2013

Named on the 2013 list of the 50 fastest growing, fee-only RIA firms.

AZ BUSINESS LEADERS MAGAZINE Wealth Management Leader – 2016

Mark Feldman, CEO, named as an Arizona business leader in the wealth management industry for 2016.

AdvisoryHQ Identifies and ranks the best banks, investment and financial advisory firms, accounting, online brokerages, credit and lending providers, and a wide range of financial-related products, firms, and services in order to give consumers exactly the information they need without any hype or jargon.

CareerBuilder Top Companies To Work For in Arizona This award program recognizes the best organizations across the state as voted by their employees.

CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors.

Local First Arizona Local First Arizona empowers individuals to build the life they want in their local community. Together we can create a stronger economy, a more vibrant community, and better job opportunities for Arizonans.