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
2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 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. Awarded April 7, 2026 based on data as of June 30, 2025.
For details about the methodology, or to see the full list, visit the Forbes Best-In-State Wealth Advisors list.
