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Firm Awards & Advisor Recognition

We are proud that as an independent investment management firm, we have been recognized with many awards.

Recent accolades include:

  • Top Financial Security Professional 2021 – Michael S. Schwartz, CFP®, AEP®
  • FA Magazine RIA Ranking 2021 – Magnus Financial Group LLC
  • Forbes Best-In-State Wealth Advisors 2021 – Michael S. Schwartz, CFP®, AEP®
  • Forbes Best-In-State Wealth Advisors 2020 – Michael S. Schwartz, CFP®, AEP®
  • FA Magazine RIA Ranking 2020 – Magnus Financial Group LLC
  • RIA Channel Top 100 Wealth Managers 2019 – Magnus Financial Group LLC
  • Forbes Best-In-State Wealth Advisors 2019 – Michael S. Schwartz, CFP®, AEP®
  • Financial Advisor (FA) Magazine’s 2019 – Magnus Financial Group LLC
  • WM Thrive Awards 2019 – Michael S. Schwartz, CFP®, AEP®
  • FA Magazine RIA Ranking 2018 – Magnus Financial Group LLC
  • FT Top 400 Financial Advisers 2017 – Michael S. Schwartz, CFP®, AEP®

AWARDS

Forbes Top Financial Security Professionals 2021

FA Magazine RIA Ranking 2021

Forbes Best-In-State Wealth Advisors 2021

Forbes Best-In-State Wealth Advisors 2020

FA Magazine RIA Ranking 2020

RIA Channel – Top 100 Wealth Managers 2019

Forbes Best-In-State Wealth Advisors 2019

Financial Advisor (FA) Magazine’s 2019

WM Thrive Awards 2019

FA Magazine RIA Ranking 2018

FT Top 400 Financial Advisers 2017