Awards & Recognition

  • 08/2022 – FA 2022 Annual RIA Ranking
  • 10/2021 – Michael Han's Named to Forbes' America's Top Next-Gen Wealth Advisors Ranking
  • 09/2021 – Barron's Top 100 RIA Firms
  • 08/2021 – Forbes America's Top Wealth Advisors
  • 08/2021 – FA 2021 Annual RIA Ranking
  • 02/2021 – Forbes Best-in-State Advisors
  • 09/2020 – Barron's Top 100 RIA Firms
  • 08/2020 – Forbes America's Top Wealth Advisors
  • 08/2020 – FA 2020 Annual RIA Ranking
  • 07/2019 – FT 300 Top Registered Investment Advisers 2019
  • 02/2019 – Forbes Best-in-State Advisors
  • 09/2018 – Barron's Top 40 RIA Firms
  • 09/2018 – Forbes America's Top Wealth Advisors
  • 08/2017 – Michael Hans Named To Forbes' America's Top Millennial Advisors List

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see Important Disclosure* as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Clarfeld did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Clarfeld by any of its clients. ANY QUESTIONS: Clarfeld's Chief Compliance Officer, Joy Soodik, remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.