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AdvisorHub

  1. Advisors to Watch – 250 Advisors to Watch: Under $1 Billion AUM (2024) – Min Song, CFP®
  2. Advisors to Watch – 100 Next Gen Advisors to Watch (2024) – Zackary Royce, CFP®
  3. Advisors to Watch – 200 RIAs to Watch (2024) – Ryan Perry, CFP®
  4. Advisors to Watch – 100 RIAs to Watch (2023) – Gabriel Shahin, CFP®
  5. Advisors to Watch – 50 Next Gen Advisors to Watch (2023) – Michael Jensen, CFP®
  6. Advisors to Watch – 200 Fast Growing Advisors to Watch (2023) – Falcon Wealth Planning
  7. Advisors to Watch – 50 Advisors to Watch (2022)

Disclosure: Nominees were required to have a minimum of seven years of experience, $150 million in assets under management (AUM), and a clean regulatory record. Advisors were ranked based on the size and makeup of their practice, year-over-year growth, and professionalism. The scale category evaluated the relative size of assets, production, and quality of service. The growth category assessed the year-over-year change in assets, clients, and production. The professionalism category considered the advisor’s regulatory record, community involvement, mentorship, and team composition. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

AdvisoryHQ

Accolade: Top 11 Financial Advisors and Wealth Managers in Los Angeles (2022-23)

Disclosure: To generate a more reflective ranking of the best-rated financial advisory and wealth management firms, AdvisoryHQ goes beyond just analyzing AUM, revenue, and firm size. They developed a “Top-Down Advisor Selection Methodology” based on various filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. This methodology ensures a comprehensive evaluation of firms. AdvisoryHQ reviews and ranks only advisory and investment companies, not individual financial professionals or investment individuals. AdvisoryHQ’s review and ranking articles are always 100% independently researched and written. Firms do not even realize that they are being reviewed by AdvisoryHQ until after our reviews have been completed and published to the public.

Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

ASU Sun Devil 100

  1. Accolade: #1 Top Entrepreneur for Growth (2018*, 2022) – Falcon Wealth Planning
  2. Accolade: Class of 2023 #5 & Class of 2024 #36

Disclosure: Each year, the alumni association recognizes leaders of organizations from around the world that demonstrate innovation, growth, and entrepreneurial spirit. a company must operate consistently with the ASU Charter, focusing on inclusion, impact on public good, and community responsibility. The ASU Charter, adopted in 2014, guides the transformation into the New American University, emphasizing inclusion, advancing public value research, and supporting community health. Additionally, the company must be Sun Devil-owned or led, meaning owned by an ASU graduate or led by an ASU graduate in an executive position, including graduates from the Thunderbird School of Global Management. The company must also have generated verifiable revenues of $250,000 or more in each of the past three calendar or fiscal years. Companies of all sizes, from individual business owners to large corporations spanning dozens of industries, are honored at the annual awards program. Eligible companies were ranked by how fast they are growing. Rankings were determined by their percentage increase in either gross sales or revenue for three prior years; the 2022 accolade was based on years 2018, 2019, and 2020, the 2023 accolade was based on years 2019, 2020, and 2021, and the 2024 accolade was based on years 2020, 2021, and 2022.

* The ASU Sun Devil 100 did not have financial tiers in 2018. Financial Tiers based on a company’s revenue were added for the ASU Sun Devil 100 (2022).

Barrons

Accolade: Barron’s Top 1200 Financial Advisor Ranking – #85 in California State – Gabriel Shahin, CFP®, President & Principal

Disclosure: Disclosure: The rankings are based on Barron’s proprietary methodology that analyzes data from over 7,000 of the nation’s most productive financial advisors. To be considered, advisors must first pass a prequalification process to ensure they meet experience and practice standards. Eligible advisors then complete a detailed survey covering more than 100 questions about their business, including assets under management, revenue, team structure, and client demographics. All submitted data is verified with the advisors’ firms and through independent regulatory databases. The ranking formula evaluates advisors across three main categories: assets [total assets under management, asset types (private wealth vs. institutional), and client base (foundations, endowments, corporations)], revenue [total revenue generated and its growth over time], and quality of practice [client retention, practice growth, team structure and diversity, advanced degrees and industry designations, compliance records, and charitable or philanthropic work]. Investment performance is not a criterion, as not all advisors provide audited performance data, and results are often influenced by individual client risk tolerance rather than advisor skill alone. These rankings are intended to spotlight excellence in financial advising, helping investors find advisors suited to their needs while raising standards across the industry.

Citywire

Accolade: 50 Growers Across America – Fastest Grower- Runner UP (2020-2021)

Disclosure: CityWire’s report is based on the most recent Form ADV data reported to the Securities and Exchange Commission, as gathered by our data partner, Discovery Data. We considered firms managing over $100 million and not affiliated at the firm level with a broker-dealer or other institution, though employees may be dually registered. To focus on financial planning-oriented RIAs, we excluded firms without many financial planning clients and those where the bulk of assets were non-discretionary. We also excluded RIAs whose assets under management aren’t truly theirs, such as back-end service providers operating under unfamiliar brand names. We assessed percentage growth in AUM and employees over the last three years to create a ‘growth score.’ Firms growing AUM by $100 million over the past three years received a ranking boost. Winners in each state and runners-up, if any, were then selected based on these criteria.

FA Magazine

  1. Accolade: #9 – Top 50 Fastest Growing Firms (2024)
  2. Accolade: #29 – Top 51 Fastest Growing Firms (2023)
Disclosure: FA’s RIA survey is a ranking based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. FA Magazine does its best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statements with the SEC, and provide financial planning and related services to individual clients.

Investopedia

Accolade: Named Among the Top 100 Financial Advisors – State Of California (2023)

Disclosure: The annual Investopedia 100 list honors independent U.S.-based financial advisors who excel in three critical areas: Reach, Commitment to Financial Literacy, & Community Support. Reach is evaluated based on the domain authority of their personal blog or website, their followers across social media platforms (LinkedIn, X, TikTok, Instagram, and YouTube), and their podcasts (including appearances or ownership). Commitment to financial literacy is measured by their participation in workshops, programs, nonprofits, or collaborations to spread financial education and the creation of accessible content. Community support is gauged through peer nominations by industry professionals outside their own firms and their presence and engagement in the financial planning industry. Each advisor’s CRD number was verified for validity, and applications were checked for accuracy and quality. Final scores were calculated based on designated weights for each criterion. Investopedia receives no compensation for placing advisors on the list, and an advisor’s appearance does not constitute an individual endorsement by Investopedia.

Los Angeles Business Journal

  1. Accolade: Best Places to Work in Los Angeles 2023 – #12 on Best Small Companies to Work for in Los Angeles
Disclosure: The Best Places to Work in Los Angeles is an annual celebration of elite employers who have proven that they know what it takes to create environments where people love to come to work. Identifying and recognizing these outstanding workplaces is a joint effort of The Los Angeles Business Journal and Best Companies Group. The Best Places to Work in Los Angeles program was open to all publicly or privately held companies with at least 15 employees working in LA County. The workplace assessment and survey process was managed by Best Companies Group (BCG), Harrisburg, PA. BCG, an independent workplace excellence research firm, managed the registration process, conducted the surveys, evaluated the data, and ultimately chose the firms good enough to make the list. BCG manages 39 similar programs in other cities, states, and industries, as well as managing programs in Canada, Morocco, and the UK.
Part one of the assessment (three-quarters of each company’s score) involved a confidential 81-question Employee Engagement & Satisfaction Survey (EESS) which was used to evaluate the employees’ workplace experience and company culture. Part two of the assessment (one-quarter of each company’s score) consisted of The BCG Employer Questionnaire (EQ), used to collect information about each company’s benefits, policies, practices, and other general information. The two combined sets of data allowed the experts at BCG to conduct an in-depth analysis of the strengths and opportunities that exist in each company.BCG’s workplace assessment experts determined who was good enough to make the list and where they ranked. While the survey process and evaluation were free, many participating companies opted to purchase the full BCG Employee Feedback Report which includes a comprehensive summary of the employee feedback. The report also included the employee written comments and the Los Angeles Benchmark Reports. This report will help each company understand their workforce better and equip them with the information to make their workplace even better.

   2. Accolade: List as a Leader of Influence – Wealth Managers (2022)

Disclosure: The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Nomination materials were not contingent on a time frame and were based on a nominee’s career and achievements, and leadership and community involvement. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of the impact made on the profession and on the Los Angeles community.

RIA Intel

  1. Accolade: RIA Intel Award: Finalist – Client Advocate of the Year (2024) – Michael Jensen, CFP®
  2. Accolade: RIA Intel Award: Finalist – RIA of the Year (2024) – Falcon Wealth Planning
  3. Accolade: RIA Intel Award: Finalist – Advisor of the Year (2023) – Gabriel Shahin, CFP®
  4. Accolade: RIA Intel Award: Finalist – Rising Star of the Year (2023) – Gabriel Shahin, CFP®
  5. Accolade: RIA Intel Award : Finalist – RIA of the Year – Less than $1 Billion AUM (2022) – Falcon Wealth Planning
Disclosure: The RIA Intel Awards accept three types of nominations: peer nominations, nominations by other industry participants, and self-nominations, with multiple nominations for the same firm or individual in various categories being allowed. Nominations can be for oneself, one’s firm, or others within or outside one’s firm. Assessment criteria for nomination content award up to 5 points based on clarity, relevance, and comprehensiveness: 5 points for fully addressing the question with tailored, clear, and credible responses; 4 points for addressing all points with slightly fragmented language; 3 points for addressing most questions with less clear data; 2 points for addressing less than half the questions with subpar data; and 1 point for generic, copy-pasted answers. Nomination source assessment awards up to 3 points: 3 points for peer nominations indicating high credibility, 2 points for service provider or manager nominations suggesting some self-interest, and 1 point for self-nominations or those by colleagues indicating high self-interest. Nominations are confidential and fee-free, with no charges for nomination or consideration as a finalist or winner.

ThinkAdvisor

Accolade: Luminaries- Executive Leadership – Individual – Finalist (2023)

Disclosure: Categories are reviewed and updated annually by judges and senior editorial team members to align with industry best practices, priorities, and trends, with detailed requirements set for data and examples. Submissions are solicited from a diverse range of nominees across various backgrounds, geographies, and organization types to ensure broad industry representation. Data supplied in the submission is from the prior year. Senior editors with extensive market knowledge review all submissions based on specific criteria and present the top candidates to the judging panel. Judges, who are experts in their fields but do not compete with entries, recuse themselves from categories where they have potential conflicts of interest. Finalists are recognized on Think Advisor and at an awards event where winners are announced.

Wealth Management

  1. Accolade: Industry Awards (Wealthies) – CEO of the Year (2024) – Finalist – Gabriel Shahin, CFP®
  2. Accolade: Industry Awards (Wealthies) – Rising Star of the Year (2024) – Finalist – Nicky Amore, CFP®
  3. Accolade: Industry Awards (Wealthies) Individual RIA Firm Leaders – Rising Star of the Year – Finalist – Gabriel Shahin, CFP®
Disclosure: Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption, and feature set—along with qualitative measures such as innovation, creativity, and new methods of delivery. This year’s awards program was expanded to recognize organizations that are pioneering innovation in retirement planning and charitable giving, as well as progressive companies that are advancing the integration and implementation of digital assets. And for the first time, individual awards paid tribute to up-and-comers at RIA firms.

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Award Winning Registered Investment Advisor*

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