February 2013 | Minneapolis/St.Paul Business Journal
Top 50 List: Wealth Management Firms
The publications first-ever Top 50 list for metro-area Wealth Management firms ranked by total assets managed. Research conducted by: Tom Smith. Focus Financial was listed #12.
August 2012 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Mary Zensen. Focus Financial was listed #19.
August 2011 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Mary Zenzen. Focus Financial was listed #19.
August 2010 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Mary Zenzen. Focus Financial was listed #19.
August 2009 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #23.
March 2009 | Twin Cities Business
Top 25 Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Focus Financial was listed #16.
August 2008 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #24.March 2008 | Twin Cities Business
Top 25 Asset Management FirmsMetro-area asset management firms ranked by total assets managed. Focus Financial was listed #18.
July 20, 2007 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #21.
The BIG Book 2007 | Twin Cities Business – Business Information Guide
July 12, 2006 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms
Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #17.
April 9, 2004 | Minneapolis/St. Paul Business Journal
Top 25 List: Financial Planners
Metro-area financial planning firms ranked by number of Certified Financial Planners™. Research conducted by Nicole Garrison-Spenger. Focus Financial was listed #2.
Achievements
July 11, 2008, July 20, 2007 & January 20, 2006 | Minneapolis/St. Paul Business Journal
Top Independent Wealth Advisers
Bill Bergstrom was listed on the metro-area’s top wealth advisors for three consecutive years.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.comfor more information.
*Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's valuation. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.
