About BDF

Awards and Recognitions

We are proud to be consistently recognized among the industry, including recently being named one of the top local independent advisers by Five Star Professionals as featured in Chicago magazine. (See Important Disclosure Information)

Listed below are some of our most recent accomplishments:

2018

  • Investment News – 2018 Women to Watch recognized Heather Locus
  • Investment News – Best Places to Work for Financial Advisers (#1)
  • Forbes – Best-In-State Wealth Advisors
  • Financial Times – Top 300 Registered Investment Advisors
  • Forbes – America’s Top Next-Generation Wealth Advisors recognized Anthony Dinverno and Neil Teubel
  • Chicago Magazine – Five Star Wealth Managers
  • The Daily Herald Business Ledger – Best Place to Work in Illinois

2017

  • Investment News – 2017 Best Practices Award
  • Financial Times – Top 300 Registered Investment Advisors
  • Forbes – America’s Top Women Advisors
  • Forbes – America’s Top Next-Generation Wealth Advisors
  • Chicago Magazine – Five Star Wealth Managers
  • The Daily Herald Business Ledger – Best Place to Work in Illinois

2016

  • Forbes – Top 100 Fastest Growing RIA
  • Financial Times – Top 300 Registered Investment Advisors
  • Financial Advisor Magazine – RIA ranking
  • Chicago Magazine – Five Star Wealth Managers
  • The Daily Herald Business Ledger Best Place to Work in Illinois

2015

  • Forbes – Top 100 Wealth Managers
  • Barron’s – Top 100 Independent Advisors (Top 15)
  • Barron’s – Top Advisor Rankings for CA (Top 8)
  • CNBC top 100 fee-only Wealth Management firms
  • The Wall Street Journal Women in Wealth Five Star Wealth Managers
  • Financial Times – Top 300 Registered Investment Advisors
  • Financial Advisor Magazine – RIA Ranking (Top 30)
  • Chicago Magazine – Five Star Wealth Managers
  • The Daily Herald Business Ledger – Best Place to Work in Illinois

2014

  •  Barron’s – Top Independent Financial Advisors (Top 20)
  • CNBC – Top 100 Fee-only Wealth Management firms
  • Wealth & Money Management Awards: Most Unbiased Wealth Management Team – USA
  • Wealth & Money Management Awards: Most Established Investment Advisory Firm of the Year – CA
  • Chicago Magazine – Five Star Wealth Managers
  • Financial Advisor Magazine – RIA Ranking (Top 30)
  • Financial Times – Top 300 Registered Investment Advisors
  • Investment News – Best Practice Award for growth and productivity
  • Chicago Magazine – Women in Wealth-Five Star Wealth Managers
  • The Daily Herald Business Ledger Best Place to Work in Illinois

2013

  • Financial Advisor Magazine – RIA Ranking (Top 25)
  • Forbes – Top 50 Wealth Managers
  • Forbes – Fastest Growing Wealth Managers
  • InvestmentNews.com –Top Fee Only RIAs
  • InvestmentNews.com – RIA Ranking
  • Orange County Business Journal – Best Places to Work
  • Rep/WealthManagement.com – Top 100 RIAs

2012

  • Barron’s – Top 100 Independent Wealth Advisors
  • Financial Advisor Magazine – IA Ranking (Top 20)
  • Rep/WealthManagement.com – Top 100 RIAs
  • Barron’s – Top 100 Independent Financial Advisors
  • Best of Newport Beach Award (Financial Consultant category)
  • The Daily Herald Business Ledger – Best Place to Work in Illinois

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