Awards & Recognition

Family Wealth Report Awards

Women in Wealth Management (Company Contribution)
  • Winner: Gresham – 2024
  • Finalist: Gresham – 2023, 2022
Outstanding CIO1
  • Winner: Ted Neild – 2023, 2022
  • Finalist: Ted Neild – 2024
Family Wealth Counselling
  • Finalist: Gresham – 2024
Wealth Planning
  • Winner: Gresham – 2022, 2021, 2020
  • Finalist: Gresham – 2024, 2023
Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)2
  • Winner: Gresham – 2019
  • Finalist: Gresham – 2024, 2023, 2022, 2021, 2020
Rising Star Under 40
  • Finalist: Gresham – 2022

Crain’s Best Places to Work

Top 25 Best Place to Work
  • 2024
Top 50 Best Place to Work 
  • 2023

Barron’s: Top 100 RIA Firms3

  • 2024
  • 2023
  • 2018
  • 2017

Worth Media Group4

Top 50 RIA Firm
  • 2024

Financial Advisor Magazine5

Top 50 RIA
  • 2023
  • 2024

Family Wealth Alliance

Young Professionals in Family Wealth Award
  • Winner: Les Carter – 2020
  • Winner: Justin Gullman – 2020

Gresham neither provided nor was given compensation in relation to the above-mentioned awards. These are the following rankings and awards are not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance.

1 Family Wealth Report, Outstanding CIO 2023 (awarded May 2023 based on data provided for the 12-months ending 6/30/24); Outstanding CIO 2022 (awarded May 2023 based on data provided for the 12-months ending 6/30/23). Information regarding Family Wealth Report awards criteria can be found here.

2 Family Wealth Report, Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) (awarded April 2019 based on data provided for the 12-months ending 6/30/19). Information regarding Family Wealth Report awards criteria can be found here.

3 Barron’s: Top 100 RIA Firms 2024 (awarded September 2024 based on data provided for the 12-months ending 6/30/24); Top 100 RIA Firms 2023 (awarded September 2023 based on data provided for the 12-months ending 6/30/23); Top 100 RIA Firms 2018 (awarded September 2018 based on data provided for the 12-months ending 6/30/18); Top 100 RIA Firms 2017 (awarded September 2017 based on data provided for the 12-months ending 6/30/17). Information regarding Barron’s awards criteria can be found here.

4 Worth Media Group, Top 50 RIA Firm 2024 (awarded May 2024 based on data provided for the 12-months ending 6/30/24). Information regarding Worth Media awards criteria can be found here.

5 Financial Advisor Magazine, Top 50 RIA Firm 2024 (awarded July 2024 based on data provided for the 12-months ending 6/30/24); Top 50 RIA Firm 2024 (awarded July 2023 based on data provided for the 12-months ending 6/30/23). Information regarding Financial Advisor Magazine awards criteria can be found here.