Awards

Our Values Are at the Heart of Everything We Do

BakerAvenue Wealth Management is honored to have received recognition from independent organizations for its commitment to clients, workplace culture, and responsible business practices. The awards, rankings, and certifications described below are based on criteria established by the respective awarding organizations.

B Certified

Since May 2020

Certified B Corporation®

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 paid fees in connection with obtaining and maintaining its Certified B Corporation status, including an initial licensing fee and ongoing annual licensing fees. Additional information regarding Certified B Corporation standards, certification requirements, and methodology is available from B Lab.

Forbes Top RIA Firms

2023 & 2025

Forbes America’s Top RIA Firms

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 did not pay a fee to be considered for or included in the ranking. BakerAvenue paid fees associated with the use of Forbes award logos and related promotional materials. Forbes states that purchases and fees are never considered in determining a Forbes ranking and that use of Forbes logos and accolade materials requires a license.

Additional information regarding the ranking methodology is available from Forbes and SHOOK Research.

Great Place to Work®

Since March 2020

Great Place to Work® Certification

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 paid fees in connection with participation in the certification program and use of the certification. Additional information regarding Great Place to Work® Certification and its methodology is available from Great Place to Work®.

Important Information

The awards, rankings, and certifications described above are based on criteria established by the respective awarding organizations. These recognitions are not indicative of future investment performance and should not be construed as an endorsement by any client. They may not be representative of any one client’s experience and do not guarantee that a client or prospective client will achieve a particular level of investment results or satisfaction.

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