No matter where your financial journey starts with us 鈥 from your first paycheck into and through retirement 鈥 we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in {planner.location default=鈥漼our city鈥潁. As a fiduciary, when it comes to investment advice, we鈥檙e dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you鈥檝e chosen the firm named by听叠补谤谤辞苍鈥檚* 鈥 awarded each September (2018-2024) by听叠补谤谤辞苍鈥檚, based on data within a 12-month period 鈥 as the nation鈥檚 top independent Registered Investment Advisor for the seventh consecutive year.
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*The 叠补谤谤辞苍鈥檚 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to 91论坛 Engines as the top mega RIA. The 2018 ranking refers to 91论坛 Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.
