Client Testimonial Disclosure

Testimonials are from current clients who were not compensated. Individual results vary, not a guarantee of future performance. Testimonials may not represent typical client experience.

Awards and Recognition Disclosures

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

Worth’s Top RIA Firms 2025

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.
Issued: 01/2025

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.
Issued: 2/28/24

2025 Best Places to Work

Awarded by: InvestmentNews
Criteria: Based on employee feedback and workplace policies.
Details: To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices.

Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. 

To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025. 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.
Issued: 3/10/2025

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.
Issued: 3/22/2024

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.
Issued: 5/13/2024

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.
Issued: 7/1/2019

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.
Issued: 12/3/24

General Disclosures

Skip to content