Awards & Recognition

Center receives GFA 2017:  Healthy Workplace Award

Center for Financial Planning, Inc.® has been awarded 3rd place in the Small/Medium category for the Healthy Workplace Award. Skip to minute 3:55 to learn more about how The Center values and encourages a healthy workplace.

Center named as #247 on Financial Advisor Magazine’s 2016 RIA Ranking

Center for Financial Planning, Inc.® has been recognized among the nation’s top-ranked investment advisory firms for the past six consecutive years. Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms’ assets under management and percentage of growth. This award is bestowed by an independent third party organization not affiliated with Raymond James.

Center Named to 2016 Financial Times 300 Top Registered Investment Advisors

The Center has been named to the Financial Times 300 Top Registered Investment Advisers.  The list recognizes top independent RIA firms from across the United States.  This is the third annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.  More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM).  Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Center named as #239 on Financial Advisor Magazine’s 2015 RIA Ranking

Center for Financial Planning, Inc.® has been recognized among the nation’s top-ranked investment advisory firms for the past five consecutive years. Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms’ assets under management and percentage of growth.

Center Receives Technology Best Practice Award

Investment News recognized Center for Financial Planning, Inc.® as one of 12 firms to receive a Technology Best Practice award. The criteria for the award was based on qualitative results from the Investment News 2015 Adviser Technology Study. In the words of Mark Bruno, Associate Publisher of Investment News, in an article about the awards, “the winners think about their practices and businesses as CEOs rather than just advisers. All of these firms are run by people with a long term vision.”

Center Named to 2015 Financial Times 300 Top Registered Investment Advisors

The Center has been named to the Financial Times 300 Top Registered Investment Advisers.  The list recognizes top independent RIA firms from across the United States.  This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.  More than 2,000 elite RIA firms were invited to apply for consideration based on assets under management (AUM).  The 630 RIA firms that applied were graded on six criteria:  AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records.

Click here to view Awards between years 2006-2014.