Industry Recognition

We are widely recognized within the wealth management and retirement planning industries.

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Barron’s Top 100 RIA Firms

2020 - 2023

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Citywire 50 Growers Across America

2023

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FA Magazine America's Top RIAs

2022-2023

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AdvisorHub's Top 100 Advisors to Watch

2023

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RIA Intel's RIA of the Year (Over $1 Billion AUM)

2023

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USA Today's Best Financial Advisory Firms

2023

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Top 100 Institutional Consulting Teams

2022 - 2023

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PLAN ADVISER Top 100 Retirement Plan Adviser

2021 - 2023

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Crain's Cleveland Business Investment Advisers

2022 - 2023

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Private Asset Management Awards: Best Firm Culture

2023

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The National Association of Plan Advisors (NAPA) Top Team

2019 -2022

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InvestmentNews Best Places to Work for Financial Advisors

2020 -2022

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NAPA Top Retirement Plan Advisors Under 40

2021, 2019

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Financial Times Top 300 Registered Investment Advisers

2015 -2020

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401(k) Specialist Top Advisor by Participant Outcomes

2018



Additional Awards

*Forbes Top Next-Gen Wealth Advisors Best-In-State 2023

*2023 PLANADVISER Top Retirement Plan Adviser

*2020 Best Marketing Campaign, Family Wealth Report

*Crain’s 2019 Notable Women in Banking and Finance

All investments carry risks, including the potential loss of principal. In portfolio management, strategies like diversification, asset allocation, and rebalancing cannot guarantee profits or prevent losses. No investment strategy can ensure achievement of its objectives. Victory Intelligence Management Group is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal counsel are provided through Advanced Services Law Group, Inc. Victory Intelligence Management Group Ltd., based in Toronto, Canada, is registered with FINTRAC MSB in Canada and offers all investment-related services. Many employees at Victory Intelligence Management Group Ltd.'s offices worldwide hold CFP® certification marks, CERTIFIED FINANCIAL PLANNER™ certification marks, and the CFP® certification marks with plaque design. These marks are authorized for use by individuals who have successfully met the initial and ongoing certification requirements of the CFP Board. CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.