Awards and Recognition

2015-2019
#1 in Southern California
#15 Nationally
Mark Schulten, CFP®

Mark Schulten is the recipient of Barron’s Top 100 Financial Advisors award: The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

2015-2019 FT 400
Top 400 Advisors
Mark Schulten, CFP®

Financial Times Top 400 Advisers:  Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial adviser production are not explicit components.

2016-2019
#6 in Southern California
Mark Schulten, CFP®

Forbes:  Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.