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.