Bernicke 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
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2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 FORBES BEST-IN-STATE WEALTH ADVISORS
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.
For details about the methodology, or to see the full list, visit the Forbes Best-In-State Wealth Advisors list.Â
