Awards and Recognition Disclosures

Burton Enright Welch (BEW) has been recognized with the following awards:

Best Places to Work for Financial Advisors 2024

Awarded by: Investment News
Criteria: Based on employee feedback and workplace policies.
Details: This recognition reflects feedback from participating employees and is not indicative of future performance. BEW did not pay a fee to participate in or receive this award.

Top 25 Wealth Management Firms 2024

Awarded by: San Francisco Business Times
Criteria: Rankings are based on assets under management and firm performance metrics.
Details: This award reflects data voluntarily submitted by BEW. No fee was paid to participate or receive the award.

Worth’s Top RIA Firms 2024

Awarded by: Worth Magazine
Criteria: Based on a combination of qualitative and quantitative factors, including client satisfaction, growth metrics, and compliance record.
Details: Selection was conducted independently by Worth Magazine. BEW did not pay to be considered or selected.

Top Registered Investment Advisor 2019

Awarded by: Financial Times
Criteria: Firms were evaluated based on assets under management, growth rate, and client tenure.
Details: The Financial Times independently determined the rankings. BEW did not pay a fee to participate or be ranked.

Best Places to Work 2024

Awarded by: Financial Planning
Criteria: Rankings are based on workplace environment, culture, and employee satisfaction surveys.
Details: This award is determined by an independent survey conducted by Financial Planning. BEW did not pay a fee to participate or receive this recognition.

General Disclosures

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