The Wealth Consulting Group was named one of the “2026 InvestmentNews Best Places to Work” based on anonymous employee survey feedback. The award was issued on January 22, 2026, and recognizes firms with strong workplace culture and employee satisfaction. Eligible firms were required to have at least 15 U.S.-based employees, operate as an Registered Investment Adviser, Independent broker dealer, or hybrid firm, and be in business for a minimum of one year. Award consideration was based on data covering a trailing 12-month period. No fee was required to be considered for the recognition, However, a one-time licensing fee for lifetime usage applies. This recognition is based solely on employee feedback and is not indicative of investment performance, client experience, or the quality of advisory services. It should not be construed as an endorsement of the firm. Eligible firms were required to meet certain size and operational criteria, and no fee was required for consideration; however, a licensing fee was paid for use of the award.
Award based on client and peer recommendations and the short- and long-term growth of assets under management. Compiled by USA TODAY and Statista, the 2026 ranking includes RIAs evaluated by firm size, AUM growth, and industry recognition. No fee was paid to be considered or ranked—only a licensing fee. For a copy of the award methodology, please contact Compliance@wealthcg.com.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology, spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. The award is based on data as of June 30, 2025. Neither the firm nor its financial advisors pay a fee to Barron’s in exchange for the ranking. However, the firm paid a licensing fee to Barron’s for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers.
Award issued in April 2025 based on an independent survey of more than 25,000 participants, including clients, industry professionals, and financial advisors unaffiliated with the recipients. Eligible firms were U.S.-based SEC-registered RIAs with over $500 million in AUM, a clean disciplinary record, and financial planning and/or portfolio management services for individuals or small businesses. Recipients were selected by USA TODAY and Statista based on overall score rankings among the top 500 firms. Firms did not pay to be considered; however, the firm paid a licensing fee to use the award logo, creating a financial benefit for the sponsor. This award is not indicative of future performance, does not reflect client experience, and is not an endorsement. The award is unrelated to securities services offered through unaffiliated broker-dealers by certain dually registered representatives.
The award is issued by Citywire based on data analysis by FINTRX of independent Registered Investment Advisor firms (“RIAs”) with at least $200 million in assets under management (“AUM”) as of December 31, 2024. Citywire recognized 50 recipients among 146 firms considered using three metrics derived from 2023 and 2024 regulatory filings: (1) year-over-year AUM, (2) percentage AUM growth, and (3) employee headcount. These metrics are combined into a single “growth factor” used to identify the fastest-growing RIAs in each state. Firms do not pay to be considered for the award; however, the firm paid a licensing fee to Citywire for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers. The award is not based on or related to any securities services that may be separately offered by certain dually registered representatives of WCG through unaffiliated broker-dealers.
The Forbes Best-In-State Wealth Advisor ranking announced in April 2024, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Key criteria include minimum 7 years of experience, over 50% of revenue must be generated from individual clients (not institutional) and a clean compliance history. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Firms do not pay to be considered for the award; however, the firm paid a licensing fee to Forbes/SHOOK Research for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers.
This award was issued in April 2024 based on recommendations gathered through an independent survey of more than 25,000 participants, including clients, industry professionals, and financial advisors employed by other registered investment advisor (RIA) firms not affiliated with the award recipients. Firms were eligible for recognition if they met the following criteria: U.S.-based SEC-registered RIAs with more than $500 million in assets under management (AUM), a clean disciplinary record, and the provision of financial planning services and/or portfolio management for individuals and/or small businesses. Firms were selected based on an overall score placing them among the top 500 recipients. The selection of the firms and evaluation criteria were conducted by USA TODAY and Statista. Firms do not pay to be considered for the award; however, the firm paid a licensing fee to USA Today for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers.
This award was issued in April 2023 based on recommendations gathered through an independent survey of more than 20,000 participants, including clients, industry professionals, and financial advisors employed by other registered investment advisor (RIA) firms not affiliated with the award recipients. Firms were eligible for recognition if they met the following criteria: U.S.-based SEC-registered RIAs with more than $500 million in assets under management (AUM), a clean disciplinary record, and the provision of financial planning services and/or portfolio management for individuals and/or small businesses. Firms were selected based on an overall score placing them among the top 500 recipients. The selection of the firms and evaluation criteria were conducted by USA TODAY and Statista. Firms do not pay to be considered for the award; however, the firm paid a licensing fee to USA Today for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers.
Award rankings based on assets under management (“AUM”) as of December 31, 2022, of independent RIA firms surveyed. Only firms with AUM exceeding $500 million are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. There was no fee paid to be considered or placed on the final list for 2023 only a licensing fee. However, the firm paid a licensing fee to Financial Advisor Magazine for the use of the award logo, which creates a financial benefit for the award sponsor. This award is not an endorsement and does not reflect client experience, number of clients served, or past or future investment performance. It is unrelated to any securities services separately offered by certain dually registered WCG representatives through unaffiliated broker-dealers.
We are pleased to have been recognized as a recipient of the 2018 InvestmentNews Diversity & Inclusion Award, issued in October 2018 by Investment News, an independent financial industry publication. Eligible candidates included registered investment advisers, independent broker-dealer affiliates, and branch offices serving the financial advice industry. Selection criteria generally included demonstrated leadership and initiatives related to diversity, inclusion, and community outreach efforts. No compensation was provided in exchange for the award; however, the firm paid a licensing fee for the use of the award logo and related promotional materials, which creates a financial benefit to the award sponsor. This award reflects past diversity and inclusion achievements, is not indicative of past or future investment performance, is not an endorsement by clients or reflect client experience ,or the number of clients served,. The recognition is unrelated to securities services offered through unaffiliated broker-dealers by certain dually registered WCG representatives.