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Everyday
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2022 Report

We are exploring the intersection of life and money with this in-depth report on what drives people's financial beliefs and behaviors.
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#1 Independent Financial Advisory Firm
2018, 2019, 2020, 2021, 2022
Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.
2020 Top U.S. Registered Investment Advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
145
+
Offices Nationwide
Firm stats as of December 31, 2021
1.3
+
Million Clients
Firm stats as of September 30, 2022
117
FORTUNE 500 Plan Sponsors
Firm stats as of September 30, 2022
145
+
Offices Nationwide
Firm stats as of December 31, 2021
1.3
+
Million Clients
Firm stats as of September 30, 2022
117
FORTUNE 500 Plan Sponsors
Firm stats as of September 30, 2022

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