Barron’s Top 100 RIA Firm 2025 award was received in September 2025 for the 2024-2025 year timeframe from Barron’s and no compensation was involved. Barron’s Top 100 RIA Firm 2024 award was received in September 2024 for the 2023-2024 year timeframe from Barron’s and no compensation was involved. KCBJ Fee Based Investment Advisors 2024 award was received September 2024 for the 2023 year by Kansas City Business Journal and no compensation was involved. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved. Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. Barron’s Top 100 RIA Firm 2022 award was received in September 2022 for the 2021-2022 year timeframe from Barron’s and no compensation was involved.










Joe Harrish