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• InvestmentNews Best Places to Work Awards are determined by aggregate responses from employee satisfaction and company culture surveys conducted 11/29/23-2/23/24 and scored by Best Companies Group. Firms must have at least 15 employees and have been in business for at least one year. The receipt of this award included no associated compensation and was solely based on the metrics described. Winners were announced on February 28, 2024.

• NABR Best and Brightest Companies to Work For® identifies and honors companies that deliver exceptional human resource practices and an impressive commitment to their employees. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. The winning companies were assessed by an independent research firm, which reviewed several key measures relative to other recognized winners. The receipt of this award included a $325 fee for an overview analysis of survey responses conducted 2/1/24-3/25/24. 2024 winners were announced on April 16, 2024.

• Georgia Fast 40 recipients are selected by the Association for Corporate Growth. Eligible companies must be for-profit, headquartered in Georgia, and must provide the most recent year-end revenues ranging from $15 million to $1 billion and most recent (3) three years of verifiable revenue and employment numbers. Receipt of this award was not associated with any compensation and was solely based on the metrics described. The 2024 winners were notified on May 8, 2024.

• Worth’s Leading Advisors List is curated by Worth and its editorial staff by pooling SEC filed Registered Investment Advisors that are independent and provide financial planning services to their customers, have a minimum of $500M AUM, and a base primarily consisting of domestic high-net-worth clients. Inclusion in this list was not associated with any compensation and was solely based on the metrics described during the 2023 calendar year. The 2024 list was announced on May 13, 2024.

• Awardee: Heather Robertson-Fortner
• The Georgia Titan 100 recognizes Georgia’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Award applicants undergo a thorough review by an independent judging committee, which is responsible for selecting the honorees. Being a recipient of this award had no associated compensation and was solely based on the metrics described during the 2023 calendar year. SignatureFD purchased a ticket to the Georgia Titan 100 ceremony to accept the award. 2024 winners were announced on January 31, 2024.

• Date of Ranking: 3/28/23
• Period Covered by Ranking: Fiscal years 2018 and 2021
• Criteria for Ranking: Lists the top 500 companies in the Americas that have achieved the highest compound annual growth in revenues between 2018 and 2021. The data was collected via desk research in official sources like publicly available earning presentations, investor relations, websites, and annual reports. Across 20 countries, over 7,000 public companies were examined.

• Date of Ranking: 3/6/23
• Survey Period: 10/28/22-11/11/22
• Criteria for Ranking: Each year, InvestmentNews ranks the top firms in the financial industry based on employee satisfaction and company culture. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advisory firm must have at least 15 employees and have been in business for one year. There is no charge to register.

• Date of Ranking: 9/8/23
• Period Covered by Ranking: Calendar Year 2022
• Criteria for Ranking: Outstanding organizations and outspoken individuals in metro Atlanta who are going above and beyond to bolster equality across all areas of diversity; including age, disability, gender, sexual orientation, race, and religion, among others.

• Date of Ranking: 3/8/23
• Period Covered by Ranking: Calendar Year 2022
• Criteria for Ranking: Based on employee feedback results captured by the Energage Workplace Survey.

• Ranked 61 out of 250
• Date of ranking: 10/10/23
• Period covered by ranking: Calendar year 2022
• Criteria: The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
• No cost associated

• Ranked 8th in the South region
• Date of ranking: 11/29/23
• Period covered by ranking: ADV file date on or after 8/1/22
• Criteria: InvestmentNews selected the largest fee-only RIAs by region based on data reported to the
• Securities Exchange Commission on form ADV
• No costs associated

• Date of Ranking: 2/6/23
• Period Covered by Ranking: 6/30/21-6/30/22
• Criteria for Ranking: Provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022.

• RIA ranking candidates are ranked by AUM of the previous year.
• To be eligible for the FA Magazine RIA ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients.
• Firms were measured and ranked by their growth in assets under management from 2021 to 2022.

• Date of Ranking: 2/12/23
• Period Covered by Ranking: Calendar year 2022
• Criteria for Ranking: Recognizes Georgia's Top 100 CEO's & C-level executives. They are the area's most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Being a recipient of this award had no associated compensation and was solely based on the metrics described. SignatureFD purchased a ticket to the Georgia Titan 100 ceremony to accept the award.

• Each year, Accounting Today ranks the top 150 CPA financial planners by their assets under management
• Ranking Information

• While many awards programs remain subjective, ours has been scientific since day one. In fact, we were the first to utilize a full-blown employee engagement survey as the sole scoring mechanism. This is still the case today. Our survey was developed by some of the most brilliant minds in survey research methodology and organizational psychology, and we update it regularly to make sure it stays relevant.
• The Best Places to Work program began in 2004 as a pilot program in Wichita, Kansas. At the time, a national employer of choice program existed, but there weren’t any regional contests. We quickly saw a need for regional contests honoring top places to work. We knew that within communities, local contests would have a much bigger impact than national ones.
• That same year, Quantum Workplace partnered with American City Business Journals, expanding the Best Places to Work program into 30 markets.
• Today, Quantum Workplace has 43 regional programs and five industry-wide programs. Through these 48 programs, we gather more than 440,000 employee voices from nearly 10,000 organizations each year.
• The quick version of a sophisticated process
• The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement.
• Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. We use these numerical values to profile your employees and calculate an overall score, which is used to determine each organization's rank.
• We collect honest, unfiltered feedback while respecting employee privacy. Data suppression rules strike the balance between never showing an individual employee’s response and being able to slice aggregate data by demographics.
• Award Information

• September 8, 2023
• The program recognizes outstanding achievements by companies, organizations and individuals who support financial advisor success. Winners were selected by a panel of independent judges and WealthManagement.com’s director of editorial strategy and operations.
• The awards have no associated cost or compensation.

• Awarded to Ashley Corban, Chief People and Financial Officer
• Date of award: 5.18.23
• Criteria: Recognizes Atlanta's top corporate financial stewards. Chief financial officers are responsible for recognizing opportunities, identifying and managing risk, diminishing debt and achieving profitable growth.

• Awarded to Crystal Mathis, Chief Marketing Officer
• Date of award: 8.22.23
• Criteria: The 40 Under 40 list is determined by a panel of Atlanta Business Chronicle’s publishers, editors, and reporters. No cost or compensation is associated with the awards.

• To be eligible for a 2023 Inc. Best Workplaces award, your company must submit an application, complete the Quantum Workplace employee survey, and meet each of the following qualifications:
  • Be independent (not a subsidiary or division of another company)
  • Be based in the United States
  • Have at least 10 permanent employees
  • Have been in business at least 2 years
  • Have total annual revenue less than $1 billion
  • There are a few limited exceptions to the qualifications. Please email our team with any questions: bestworkplaces@inc.com.
• Award Information

• The Best and Brightest Companies to Work For® program identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. All participating companies receive two robust feedback reports, resources and valuable benefits throughout the year.  The Best and Brightest is a powerful community of the nation’s elite leaders who share ideas, practices, and have proven they are employers of choice.  This designation is a great recruitment tool to attract and retain talent.

Eligibility and Requirement for Participation

To be eligible for consideration, companies must meet the following criteria:

• Have a minimum of 10 employees
• Must be in business a minimum of 1 year
• Be a for-profit or not-for-profit business or government entity
• Be a publicly or privately held business
• Temporary, seasonal, 1099 employees, independent contractors, consultants, interns, and volunteers are not counted in the number of employees or included in the survey process
• Submit a Scoring and Analysis Fee

• September 8, 2023
• Ranked by total assets under management
• The listing has no associated cost or compensation

• September 8, 2023
• Ranked by total discretionary assets under management
• The listing has no associated cost or compensation

• September 8, 2023
• Honors organizations and individuals in metro Atlanta that are navigating the terrain of inclusion in a time of increasing social change and acceptance of all people.
• The awards have no associated cost or compensation.

• Date of ranking: 9/19/23
• Period covered: Calendar year 2022
• Based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and succession planning.

• Each year, InvestmentNews honors women financial advisers, industry innovators and leaders who are trailblazers in their firms, the industry, and their communities. These women have advanced the business of providing financial advice through their leadership, passion, creativity and willingness to help others along the way.
• Awarded to workplaces with 30-50% proportion of women in their C-suite.
• Award Information

• Ranked by Total assets under management for Atlanta office (discretionary)
• Locally Researched by: Patsy Conn, Atlanta Business Chronicle
• Money managers are defined here as investment advisers that manage portfolios on a discretionary basis; may include individuals as well as institutions.
• Figures are current as of August 19, 2022.
• Award Information

• The honorees are selected by the Chronicle's editorial team for their strong record of innovation, outstanding financial performance, a commitment to diversity in the workplace and making significant contributions to the metro community.
• Award information

• To qualify, a business must be based in Atlanta’s 20-country metro are and not be a subsidiary of another company. It must have been established in the first quarter of 2018 or earlier, experienced a two-year growth in sales of more than 50%, and garnered revenue between $1Million and 300 million in 2020.
• Award Information

• For the 12th year, The Atlanta Journal-Constitution and employment research and consulting firm Energage have determined the best places to work in metro Atlanta.
• For the 2022 Top Workplaces rankings, 3,268 companies were nominated or asked to participate after metro Atlanta employees responded to print and online solicitations that began appearing in August.
• Philadelphia-based Energage then surveyed 244 companies that agreed to participate in the no-cost program. These companies represent 56,160 workers in the Atlanta region, including 34,031 of whom responded to the survey.
• Any public, private, nonprofit, or governmental employer with a minimum of 50 employees in the 17-county metro region was eligible.
• Based on employee feedback scores, the top 175 includes:
  • 19 large companies (out of 22 participants with 500 or more employees)
  • 70 midsize companies (out of 88 participants with 150-499 employees)
  • 86 small companies (out of 135 participants with 149 or fewer employees
• Employers are ranked in groups of similar size, and those that score high enough are recognized as Top Workplaces.
• This year’s rankings include 59 newcomers, including the Atlanta Hawks and Berkshire Hathaway HomeServices Georgia Properties.
• Also this year, Special Awards were given to companies in each size category based on standout scores of specific survey statements.
• The survey gathers responses to 24 factors covering seven areas, including organizational health factors relating to workplace culture.
• Questions cover employee engagement, company leadership, and the basics, such as pay, benefits, training, and expectations.
• Employee survey statements determine which companies are the Top Workplaces. The positivity values show how strongly each statement correlates with how employees in metro Atlanta rate their workplaces.
• The closer the importance is to 100 percent, the more positive employees feel about the statement.
• At least 35 percent of a company’s employees based in metro Atlanta must respond to the survey. Employers with 85 or fewer metro Atlanta workers must have at least 30 responders.
• Energage also ran statistical tests to identify questionable results and disqualify any employers.
• Award Information

• Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent--not subsidiaries or divisions of other companies--as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000.
• Award Information

• Methodology
• This seventh edition of the FT 300 assesses registered investment advisers based on desirable traits for investors. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations.
• To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).
• The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.
• The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:
  • AUM signals experience managing money and client trust.
  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on three-year growth rates.
  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
  • Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.
  • Industry certifications (CFA, CFP, etc) shows the company’s staff has industry knowledge and a professional commitment to investment skills.
  • Online accessibility shows a desire to provide easy access and transparent contact information.
• Among the top factors in our scoring, AUM accounted for an average of 72 per cent of each adviser’s score. Their growth rate accounted for an average of 15 per cent. The FT places a cap on the number of advisers from any one state, corresponding to the distribution of millionaires across the US.
• The research was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. Loren Fox
• Award Information