With tremendous gratitude and honor, BakerAvenue Wealth Management is proud to be recognized by leading companies and organizations for our commitment to excellence and sustainability.
BakerAvenue Wealth Management was recognized in the 2025 Forbes America’s Top RIA Firms ranking published by Forbes in partnership with SHOOK Research. The ranking was awarded on October 1, 2025, and was based on data collected during the period from April 1, 2024, through March 31, 2025. The ranking is independently determined by Forbes and SHOOK Research using their proprietary methodology.
BakerAvenue is honored to be named in the Forbes ranking of America’s Top RIA Firms, by SHOOK Research, an independent and objective party. The ranking is based on an algorithm of qualitative criteria, due diligence interviews via video / telephone / in-person and quantitative data. The algorithm weighs factors such as revenue trends, AUM, compliance records, expertise, best practices and client engagement.
BakerAvenue Wealth Management is a Certified B Corporation®, a designation awarded by B Lab, a nonprofit organization that evaluates companies based on standards relating to social and environmental performance, accountability, and transparency. BakerAvenue initially achieved Certified B Corporation status on May 13, 2020, and was recertified on May 13, 2023. Based on its most recent B Impact Assessment, BakerAvenue earned an overall B Impact Score of 99.3, exceeding the minimum score of 80 required for certification.
BakerAvenue is pleased to announce that we have been named to the Financial Times’ 2020 “FT 300: Top Registered Investment Advisers” list. Produced independently by Ignites Research on behalf of the Financial Times, the list recognizes leading independent RIA firms across the U.S. based on the growth rate, longevity, expertise and credentials of advisors, online accessibility, and compliance standards.
Committed to improving and elevating diversity & inclusion at BakerAvenue, we are pleased to announce that we have achieved a global standard for inclusion by becoming Diversio Certified. The standards include: measuring and setting targets to increase diversity at all levels, regularly collecting data on employee experience to identify bias and barriers faced by minority groups, and implementing programs and policies designed to unlock specific challenges while tracking results.
Committed to improving and elevating diversity & inclusion at BakerAvenue, we are pleased to announce that we have achieved a global standard for inclusion by becoming Diversio Certified. The standards include: measuring and setting targets to increase diversity at all levels, regularly collecting data on employee experience to identify bias and barriers faced by minority groups, and implementing programs and policies designed to unlock specific challenges while tracking results.
BakerAvenue Wealth Management has been recognized as a Great Place to Work® Certified organization. Great Place to Work® Certification is awarded by Great Place to Work® based primarily on employee feedback and workplace culture assessments. BakerAvenue received this certification on December 1, 2025, based on employee survey responses submitted between November 10, 2025, and December 1, 2025, together with an evaluation of workplace practices and culture during calendar year 2025.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
We are honored to announce that we have been named to SustainFi’s “2021 Top 50 ESG Financial Advisors” list. We join SustainFi’s mission to make environmental, social, and governance (ESG) and sustainable investing easy to understand while helping our clients who want to make an impact with their money contribute to a more sustainable future.
Please note that no fees or endorsements were made in exchange for our awards and acknowledgements.
