Portland Metro Chamber Sandra K. McDonough Place With No Ceiling Leadership Award - Reegan Rae
Portland Metro Chamber 2023

Forbes Top RIA Firms 2022

Thought Leadership & Education Finalist
ThinkAdvisor Luminaries 2023

Executive Leadership Finalist - Reegan Rae and Bryan Shipley
Diversity, Equity, and Inclusion Finalist - Reegan Rae
ThinkAdvisor Luminaries 2022

ThinkAdvisor Luminaries Class of 2021 - Thought Leadership & Education; Products, Programs, & Services, 2021
ThinkAdvisor 2021

Diversity, Equity, and Inclusion Finalist
Family Office Thought Leadership Finalist
Chief Technology Officer of the Year - David Vaughan, Winner
Wealthmanagement.com Industry Awards 2022 (Wealthies), 2022

Wealthmanagement.com Industry Awards - 2021 finalist in Family Office Initiative for Philanthropic Advisory Services
Wealthmanagement.com
Top Registered Investment Advisor in U.S., 2014 & 2015
Rep. Magazine (now Wealthmanagement.com)

Best ESG Research - USA, Best Sustainability and ESG Thought Leadership - USA
Wealthbriefing Wealth for Good Awards, 2022

Best Corporate Social Responsibility Engagement - Americas
Wealthbriefing Wealth for Good Awards 2023

Real Leaders Top Impact Companies 2021, 2022, 2023, and 2024, Eco-Ally 2022
RealLeaders

Diversity in Wealth Management
Highly commended - Impact Investing, Advisory
Family Wealth Report Awards 2022

InvestmentNews Diversity, Equity, and Inclusion Awards 2023
Reegan Rae, CPWA, named a See It, Be It, Role Model award winner
Arnerich Massena named a Diversity Champion finalist

InvestmentNews Excellence in Diversity, Equity, and Inclusion Award finalist 2021
InvestmentNews

Financial Advisor Top RIA Ranking 2021, 2022, 2023
Financial Advisor

RIA Leaders 2021, RIA Leaders 2020, Top 15 RIAs in the U.S., 2020
Financial Planning

Top Money Management Firms: 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Oregon's Most Admired Companies 2017, 2020, 2021, 2022
Top Corporate Philanthropists: 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Innovations in Philanthropy 2016
Healthiest Employers: 2020, 2021, 2022, 2023
The Portland Business Journal

Top Ten Financial Planners/Money Management Firms: 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Oregon Business Magazine

Best Green Workplaces 2022, 2023, Oregon Business Magazine

eVestment Acumen Award Finalist for research acumen in the U.S, 2015
eVestment

The Oregonian Top Workplaces 2019
The Oregonian

Invest in Others Charitable Foundation Corporate Philanthropy Award Finalist, 2017
Invest in Others