THE PURSUIT OF
INVESTMENT EXCELLENCE

The awards listed are not an endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Read More

Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2025, data as of 06/30/2025). IEQ is among 100 advisory firms ranked. The annual ranking of independent advisory companies is 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. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $15,000 annual membership for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://www.barrons.com/advisor/articles/the-top-independent-advisors-and-rias-how-to-pick-the-right-one-for-you-51663358400?tesla=y

The Great Place to Work® ranking (May 2025) determines its lists using its proprietary For All methodology to evaluate and certify organizations in America’s largest ongoing annual workforce study. To become Certified, companies must survey their employees using GPTW’s flagship assessment, the Trust Index©, and complete a Culture Brief. IEQ pays GPTW a membership fee of $5,200 to participate in the survey. More information can be found here: https://www.greatplacetowork.com/our-methodology