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- 2020, Financial Times Top 300 RIAs
- 2019, Financial Times 401 Top Retirement Advisors, Brian Lopez, Senior Business Development Officer
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- 2020, Barron’s 100 Best RIA Firms in America, Ranked 18th
- 2018, Barron’s 100 Best RIA Firms in America, KLS Ranked 23rd
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- 2020, PWM & The Banker: Global Private Banking Awards, Best Private Banking Boutique in the U.S.
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- 2020, Financial Advisor RIA Ranking, Ranked 24th
- 2018, Financial Advisor RIA Ranking, Ranked 30th
- 2017, Financial Advisor RIA Ranking, Ranked 29th
- 2020, Financial Advisor 10 Fastest-Growing RIAs, Ranked 6th
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- 2020, InvestmentNews Largest Fee-Only RIAs, Ranked 9th
- 2019, InvestmentNews Largest Fee-Only RIAs, Ranked 23rd
- 2018, InvestmentNews Largest Fee-Only RIAs, Ranked 30th
- 2018, InvestmentNews 40 Under 40, Kathleen Kenealy, Senior Wealth Advisor
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- 2021, Global Finance World's Best Private Bank Award, US Regional Award: Best Private Bank in the Northeast
- 2019, Global Finance World's Best Private Bank Award, US Regional Award: Best Private Bank in the Northeast
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- 2017, Private Asset Management PAM Awards, Best Multi-Family Office for Client Service
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- 2018, Institutional Investor All-America Executive Team, “Best IR Professional” in Buy-Side and Overall categories for Small Cap Financial Institutions and Buy-Side category for Midcap & Small Cap Banks, Adam Bromley, Director of Investor Relations
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- 2020, Boston Business Journal Top Corporate Charitable Contributors, Ranked 67th
- 2020, Boston Business Journal Largest Banks in Massachusetts, Ranked 13th
- 2020, Boston Business Journal Largest Independent Investment Advisers in Massachusetts, Ranked 6th
- 2020, Boston Business Journal Largest Public Companies in Massachusetts, Ranked 98th
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- 2020, San Francisco Business Times Top Corporate Philanthropists, Ranked 80th
- 2020, San Francisco Business Times Largest Banks in the Bay Area, Ranked 19th
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- 2020, Silicon Valley Business Journal Top Corporate Philanthropists, Ranked 38th
- 2019, Silicon Valley Business Journal Top Corporate Philanthropists, Ranked 37th
- 2020, Silicon Valley Business Journal Largest Banks in Silicon Valley, Ranked 19th
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- 2020, Banker & Tradesman Annual Reader’s Poll, Bronze in Banking: Alternative/Hard Money Lending
- 2019, Banker & Tradesman Annual Reader’s Poll, 4th Place in Residential Lending: ARM by Dollar Volume of Loans
- 2018, Banker & Tradesman Annual Reader’s Poll, Lending: Condo Mortgages by Volume of Loans
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- 2020, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Private Bank
- 2020, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Attorney Escrow Service
- 2019, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Attorney Escrow Service
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- 2019, Banking New England Banking Choice Awards, 2nd Place in Regional Customer Service for Greater Boston
- 2019, Banking New England Women of FIRE, Kathleen Kenealy, Senior Wealth Advisor
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- 2020, AdvisoryHQ Best Financial Advisors in Boston, Massachusetts
- 2019, AdvisoryHQ Best Financial Advisors in Boston, Massachusetts
- 2020, AdvisoryHQ Top Financial Advisors in New York City
- 2019, AdvisoryHQ Top Financial Advisors in New York City
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- 2019, Fernando Award Foundation, Inc. Fernando Awards, Corporate Impact Award
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- 2019, National Association of Plan Advisors Top DC Advisor Teams
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