Innovest a 2018 NAPA Top DC Advisor Team
Innovest a Best Place to Work 2018
Innovest a Best Place to Work 2017
Richard Todd Finalist for CEO of the Year
ColoradoBiz Magazine named Innovest CEO a finalist for their CEO of the Year
Named #12 out of 252 firms on NAPA's Top DC Advisor Firms in the country.
Top 50 Fastest-Growing Firms - 19th in the Nation
FA's 2015 RIA Ranking - 18th in the Nation
Forbes Top 100 Wealth Managers
Best Places to Work
Ranked #23 National RIA Ranking
Innovest was ranked #23 in Financial Advisor's 2014 National RIA Ranking
2014 Colorado Companies to Watch Finalist
Innovest was named a 2014 Finalist for the Colorado Companies to Watch.
Retirement Plan Adviser of the Year
Innovest was named a 2014 Retirement Plan Adviser Team of the Year Finalist.
Ranked 3rd Among Investment Managers
Innovest was ranked third among 2014 Colorado Investment Managers by the Denver Business Journal. Innovest was also named one of the Top Wealth Managers in 2009 and 2010.
Top 100 Retirement Plan Advisers
Innovest was ranked 11th in the nation in our category by PLANADVISER in their Top 100 Retirement Plan Advisers of 2014. Innovest was also ranked in the Top 100 in 2010.
Top 10 Best Places to Work
Innovest was named one of the Top 10 Best Places to work by the Denver Business Journal
Top National RIAs
Financial Advisor named Innovest one of the Top National RIAs in 2012.
Top Wealth Managers
Innovest was named one of the Top Wealth Managers of 2012 by Advisor One.
Top Financial Advisors
Innovest was named one of USCA's Top Financial Advisors in 2010 and 2011.
Innovest was named one of NABCAP's Premier Advisors from 2009-2011.
Top 100 Financial Advisors
Barron's ranked Innovest in the Top 100 Financial Advisors in the nation in 2010