Pursuing Investment Excellence.
The Modern Family Office.

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

Forbes America’s Top RIA Firms 2025: Forbes America’s Top RIA Firms ranking, developed by SHOOK Research, was published in October 2025 and is based on data as of March 31, 2025. The ranking considers qualitative and quantitative factors, including due diligence interviews, firm best practices, client retention, industry experience, compliance records, assets under management, and revenue. Investment performance is not a criterion. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. More information can be found here. The award is not an endorsement of IEQ and is not indicative of future performance or representative of any one client’s experience. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

Forbes Best-in-State Wealth Advisors 2026: The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, was awarded in April 2026 and is based on an evaluation process conducted for the period June 30, 2024 through June 30, 2025. The annual ranking is based on an algorithm of qualitative criteria learned through telephone, virtual, and in-person due diligence interviews, as well as quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors including client impact, industry experience, client retention, credentials, compliance records, firm nominations, service models, and best practices in each advisor’s approach to working with clients. Advisors considered for the ranking have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. More information can be found here: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance or representative of any one client’s experience. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. 

Forbes America’s Top Wealth Advisors 2026: The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, was awarded in April 2026 and is based on an evaluation process conducted for the period June 30, 2024 through June 30, 2025. IEQ’s recognized advisors are among the 250 advisors ranked. Advisors are recommended and nominated by their firms. The annual ranking is based on an algorithm of qualitative criteria learned through telephone, virtual, and in-person due diligence interviews, as well as quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors including client impact, industry experience, client retention, credentials, compliance records, firm nominations, service models, and best practices in each advisor’s approach to working with clients. Advisors considered for the ranking have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. More information can be found here: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance or representative of any one client’s experience. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. 

Barron’s Top 100 RIA Firms 2026: Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2026, based on information for the 12-month period ending June 30, 2026). IEQ is among 100 advisory firms ranked. The annual ranking of independent advisory firms is based on both qualitative and quantitative criteria, including assets overseen by the firm, revenue generated by the firm, growth, client and staff size, technology spending, team composition and diversity, succession planning, regulatory and compliance records, and other measures related to the quality of the practice. This ranking does not guarantee any potential investment outcomes, nor does it rank firms based on investment performance. There is no fee for consideration or inclusion in the ranking. However, IEQ pays a $15,000 annual membership for the right to be featured in Barron’s magazine itself, outside of the ranking, and for the use of Barron’s logo in IEQ marketing materials. More information can be found here: https://www.barrons.com/advisor/report/top-financial-advisors/ria/2026. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance or representative of any one client’s experience. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. 

Great Place to Work® 2026: The Great Place to Work® Certification (May 2026, based on employee survey responses collected during the applicable certification period) uses Great Place to Work’s proprietary methodology to evaluate and certify organizations. To become Certified, companies must survey their employees using Great Place to Work’s Trust Index™ assessment and complete the applicable company culture questionnaire. IEQ pays Great Place to Work a membership fee of $5,200 to participate in the certification process. More information can be found here: https://www.greatplacetowork.com/our-methodology.