Recognition & Awards

Third‑party awards, ratings, and rankings (“Awards”) from unaffiliated organizations should not be interpreted as an endorsement by any client nor a guarantee of future investment performance or results. These Awards are based on criteria and methodologies established by the sponsoring organization, which are generally derived from publicly available information. We believe that it is equally easy for a survey participant to provide favorable and unfavorable responses in the preparation of these third-party ratings which are not designed or prepared to produce any predetermined result. Albion Financial Group does not provide compensation, directly or indirectly, in exchange for any Award. Please refer to the sponsor’s disclosures regarding additional methodology details.

Criteria and Methodology

Criteria and Methodology:

Financial Advisor Magazine conducts an annual voluntary survey of independent registered investment advisers (RIAs) that file their own Form ADV with the SEC and provide financial planning and related services to individual investors. There is no fee or membership requirement to participate. Most survey questions rely on publicly available information or data drawn directly from each firm’s Form ADV. The survey considers total assets, year-over-year asset growth, growth in assets per client, and other firm characteristics. Firms are ranked from largest to smallest based on year-end assets under management.

The CNBC Financial Advisor 100 is an annual ranking of independent registered investment advisory (RIA) firms across the United States. The list is developed by CNBC in collaboration with an independent data provider, AccuPoint Solutions, using a combination of publicly available regulatory data and firm-submitted information. Firms with certain regulatory disclosures are excluded from consideration. Final rankings are determined by applying CNBC’s proprietary weighting of these factors. Firms are evaluated based on things like how long they’ve been in business, and the experience of their team. The methodology also looks at the size of the firm, how many clients they serve, assets under management and number of client accounts, and the number of states where the firm is registered.