Awards Disclosures

Awards Disclosures

Awards, Accolades, and Recognitions

Rankings and/or recognition are independently determined and awarded by unaffiliated rating services and/or the respective publication based on a variety of criteria including length of service, compliance records, assets under management, revenue, type of clientele, firm nomination, and more. For more information on a particular rating, visit the corresponding website of the rating service and/or publication. These accolades should not be construed by a client or prospective client as an endorsement of Bernicke Wealth Management (Bernicke) by any of its clients or a guarantee that he/she will experience a certain level of results if Bernicke is engaged, or continues to be engaged, to provide investment advisory services.

Current Awards


2018, 2019, 2020, 2021

FORBES BEST-IN-STATE WEALTH ADVISORS

Forbes Best-in-State Wealth Advisors list is comprised of over 2,000 financial advisors from across the country who were selected from over 21,000 nominations. The study, developed by SHOOK Research, looked at qualitative and quantitative data like client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investing process, and best practices with clients, among other factors, with qualitative criteria mostly gained through telephone and in-person due diligence interviews. Neither Bernicke Wealth Management nor its employees pay a fee in exchange for these ratings. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.

For details about the methodology, or to see the full list, visit https://www.forbes.com/best-in-state-wealth-advisors

Archived Awards

2009

TOP 100 INDEPENDENT ADVISORS – REGISTERED REP MAGAZINE

Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional clients. If the advisor is a member of a team, he must be the founder or leader of that team. Top 100 Independent Financial Advisors do not pay a fee to be included in the research or the final list of America’s Top 100 Independent Financial Advisors. The overall evaluation score of the Top 100 Independent Financial Advisors reflects an average of all respondents and may not be representative of any one client’s evaluation. America’s Top 100 Independent Financial Advisors List is not indicative of the advisor’s future performance. Working with one of America’s Top 100 Independent Financial Advisors or any financial advisor is no guarantee as to the future investment success nor is there any guarantee that the selected advisors will be awarded this accomplishment in the future. Thousands of advisors, broker/dealers, and PR agencies ted data forms. Registered Rep Magazine created and conducted the survey.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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