Trusted by clients. Recognized by the industry.
Firm Awards
USA Today Best Financial Advisory Firms 2026
50 Growers Across America. 1st Runner Up 2025.
Top 50 Wealth Managers 2024
Top Workplaces 2019–2026
Top 100 Independent RIAs 2025 (#32) – 2026 (#14)
View our award methodology and important disclosures.
Awards
David Spano
Titan 100
2023, 2025
Wisconsin 275
2024, 2025
MKE Power Brokers
2023
Barron’s Top 1500
2022-2024, 2026
View our award methodology and important disclosures.