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Crain’s ranked BDF #2 Best Places to Work

BDF has been ranked Number 2 overall on the Crain’s Chicago Business 2020 list of 100 Best Places to Work in Chicago. “We’re thrilled to receive this recognition from Crain’s Chicago Business and to achieve this high ranking on the Best Places to Work list,” said Armond Dinverno, BDF President and Co-Founder. “As wealth managers, we recognize that our people […]

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Financial Times names BDF in their 300 Top Registered Investment Advisers List

BDF is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is BDF’s sixth year to be recognized on the FT 300 list. The FT 300 is an elite group, not a competitive […]

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Forbes recognizes Neil Teubel as a Top Next-Gen Wealth Advisor

Neil Teubel CFP®, wealth manager at BDF, has been named by Forbes as a Top Next-Gen Wealth Advisor; a recognition given to the country’s top next-gen advisors that represent the future of the wealth management industry. Here’s what Forbes has to say: “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of […]

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RIA Channel lists BDF a Top 100 Wealth Manager

We are thrilled to be listed in RIA Channel’s  2020 Top 100 Wealth Manager ranking.  This list showcases wealth management firms based on size, growth and quality. RIA Channel states: “We are delighted to recognize these firms for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field. We congratulate […]

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The Daily Herald Business Ledger ranks BDF #1 on it’s list of Best Places to Work in Illinois

Balasa Dinverno Foltz LLC was recently ranked #1 of the 2020 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy Council and Best Companies Group. This statewide survey […]

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Forbes ranks Heather Locus in top 4% of Top Women Wealth Advisors

Forbes lists Heather Locus as #39 out of 1,000 in their Top Women Wealth Advisors ranking. This year’s Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states.

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InvestmentNews names BDF a Best Places To Work

BDF ranked second in InvestmentNews 2020 Best Places To Work For Financial Advisers. BDF was chosen because it creates a workplace that empowers employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. “How can we love on you?” That’s a question the management of Balasa […]

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RIA Channel features Matt Foltz

Matt Foltz, Wealth Manager,  met with Julie Cooling, Founder & CEO of the RIA Channel at the TDA LINC conference to discuss his firm’s specialized approach to wealth management and client experience. You can view the interview here.

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Forbes lists Heather Locus as a 2020 Best-In-State Wealth Advisor

Forbes recognized Heather Locus as one of 2020’s Best-In-State Wealth Advisors. This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.

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Investment News Awards BDF 2019 Best Practices

BDF was recognized for being among the top quartile of a combined 557 responses from InvestmentNews‘ 2019 Compensation and Staffing study and its 2019 Profitability Study. The awards took into account firms’ growth, profitability and general productivity. InvestmentNews managing director and associate publisher Mark Bruno said “the top firms aren’t just managing growth, they are also fostering cultures of […]

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Working Mother magazine recognizes Heather Locus

Working Mother recognized Heather Locus in their third-annual list featuring the top 400 mothers working in wealth management today. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and […]

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Barron’s lists BDF in Top 50 RIA Firms

BDF is pleased to announce that it has earned a spot on Barron’s 2019 Top 50 Registered Investment Advisor Firms. BDF is honored to have been named to this selective list that ranks the most elite registered investment advisor firms (RIA firms) in the U.S. View all Top 50 RIA Firms here.

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