Company Awards

InvestmentNews Best Places to Work for Financial Advisors⁵ (2024, 2023, 2022, 2021, 2020, 2019, 2018)

Crain’s Cool Places to Work in Michigan¹⁰ (2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017)

Forbes Best-In-State Wealth Management Teams¹² (2024, 2023)

 

Individual Awards

Timothy Wyman, CFP®, JD

Forbes Best-in-State¹ (2024, 2o23, 2022, 2021, 2020, 2019, 2018)

Financial Times Top 400 Financial Advisors³ (2020, 2019, 2018)

Matthew Chope, CFP®

Forbes Best-in-State¹ (2024, 2023, 2022, 2021, 2020, 2019)

Sandra Adams, CFP®

Forbes Best-in-State¹ (2022)

Forbes Top Women Wealth Advisors Best-in-State₇ (2024, 2023, 2022, 2021, 2020)

Nick Defenthaler, CFP®, RICP®

Forbes Top Next-Gen Wealth Advisors Best-in-State² (2024, 2023, 2022, 2019, 2018, 2017)

Matt Trujillo, CFP®

Forbes Best-in-State Next-Gen Wealth Advisors² (2022)

Lauren Adams, CFA®, CFP®

InvestmentNews 40 Under 40¹³ (2023)

Logan Dimitrie

Raymond James Outstanding Branch Associate¹⁴ (2023)

 

*View applicable awards disclaimers here