Awards & Rankings
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.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. 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 October 1, 2024 based on data as of March 31, 2023.
Professional Designations
Individuals showing an AIF® designation hold an active ACCREDITED INVESTMENT FIDUCIARY® certification. To earn the AIF® designation, the individual had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current fiduciary standards and investment management practices. For more information about this designation, please visit Accredited Investment Fiduciary® (AIF®) Certification.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Media and Publications
Media appearances, publications, and citations referenced on this website do not constitute an endorsement of Bernicke Wealth Management or its advisors by any referenced media outlet or publication. Content discussed during media appearances was for informational and educational purposes only and does not constitute personalized investment advice. Past publications and media appearances are not indicative of future coverage or investment performance or success.
Educational Content
The publication of Ty Bernicke’s articles does not indicate an endorsement of his work as an Investment Advisor. Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.
Content provided on this website and in related media is for general information only and not intended to provide specific advice or recommendations for any individual. Hypothetical examples are for illustrative purposes only and do not represent the results of any specific investment. Information presented is believed to be factual and up-to-date as of the date of publication, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Regulatory & Legal
Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Bernicke Wealth Management are unaffiliated entities. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Always consult a legal or tax professional regarding your specific situation.
Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NM, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI, WV, WY
Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV, WY
