Local
Awards and Rankings
Our Winning Approach
Delivering Excellence—Today and For Years to Come
2019: Bay Area Wealth Management Firms
San Francisco Business Times
2017: Atlanta's Top 25 Financial Planning and Advisory Firms
Atlanta Business Chronicle
2017: Atlanta's Top 25 Money Managers
Atlanta Business Chronicle
2017: Area's Top 100 Leaders in Finance
Atlanta Business Chronicle
2017: Trust Companies
Denver Business Journal
2017: Bay Area Wealth Management Firms
San Francisco Business Times
2017: Large Houston-Area Wealth Managers with More Than $1M Investment Minimum
Houston Business Journal
2017: Investment Managers – Out of State
Denver Business Journal
2016: Atlanta's Top 25 Money Managers
Atlanta Business Chronicle
2016: Denver-Area Trust Organizations
Denver Business Journal
2016: Bay Area Wealth Management Firms
San Francisco Business Times
2016: Financial Planning Companies
Baltimore Business Journal
2016: Top Wealth Management Firms and Practices
Houston Business Journal
2015: Top Houston-Area Wealth Management Firms and Practices
Houston Business Journal
2014: Largest Houston-Area Money Management Firms
Houston Business Journal
2014: Austin Financial Planning Firms List
Austin Business Journal
2014: Austin Wealth Management Firms List
Austin Business Journal
2014: Financial Planning and Advisory Firms List
Atlanta Business Chronicle
2014: Atlanta’s Top 25 Money Managers
Atlanta Business Chronicle
2013: Atlanta's Top 25 Financial Planning and Advisory Firms
Atlanta Business Chronicle
2013: Atlanta's Top 25 Money Managers
Atlanta Business Chronicle
2013: Premiere Advisors of Atlanta Listing
Atlanta Business Chronicle
2013: Largest Houston-Area Money Management Firms
Houston Business Journal
2012: Denver's Top Investment Managers and Financial Planners
Denver Business Journal
2012: Largest Houston-Area Money Management Firms
Houston Business Journal
2012: Largest Wealth Managers in the Bay Area
San Francisco Business Times
2012: Top Wealth Advisers in the Greater Bay Area
San Francisco Business Times
2012: Houston's Top Wealth Managers
Houston Business Journal
2012: Largest Money and Wealth Management Firms in the Baltimore Area
Baltimore Business Journal and Daily Newspaper
2012: Denver's Top Wealth Managers
Denver Business Journal
2012: Risk Management Excellence
San Francisco Business Times
2012: Atlanta's Top 25 Financial Planning & Advisory Firms
Atlanta Business Chronicle
2011: Premiere Advisors of Atlanta Listing
Atlanta Business Chronicle
2011: Colorado's Top Financial Advisors Ranking
Denver Business Journal
2011: Top Money and Wealth Managers Ranking
Houston Business Journal
2011: Washington's Premiere Wealth Advisors Ranking
Washington Business Journal
2010: Top Wealth Management Firms Ranking
Austin Business Journal
2010: Atlanta Top Financial Planners Ranking
Atlanta Business Chronicle
2010: Austin Wealth Management Firms Ranking
Austin Business Journal
2010: Largest Houston-Area Money Management Firms
Houston Business Journal
2010: San Francisco Top Wealth Managers Ranking
San Francisco Business Journal
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. For more information, view our disclosure.
These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth Management.