2020 – Invest in Others Awards
Honorable Mention for the Global Impact Award
The Invest in Others Charitable Foundation established its awards program to recognize the charitable work of financial advisors in communities across the country and worldwide.
2020-Best-In-State Wealth Advisor Award
2020 – Best-In-State Wealth Advisors
Award spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience, and revenue trends, among other criteria.
2013 – 2022 Women’s Choice Award®
Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award. Financial advisors, though they have paid a basic program fee to cover the cost of comprehensive review and client survey.
2019 – Wayne von Borstel – Chairman’s Council; Awarded to Top 2% of 16, 000 Advisors
2019- Craig R. Smith – Chairman’s Club; Awarded to Top 5% of 16,000 Advisors
2015 – 2018 – Wayne von Borstel – Executive Council; Awarded to Top 1% of 15,000 Advisors
2018 – Craig R. Smith – Chairman’s Club; Awarded to Top 5% of 15,000 Advisors
2006 – 2014 – Wayne von Borstel – Chairman’s Council; Awarded to Top 2% of 13,100 Advisors
2002 – 2005 – Wayne von Borstel – Chairman’s Club; Awarded to Top 6% of 6,000 Advisors
Award based on annual production of all registered advisors supported by LPL Financial.
2018 – Barron’s Top 1200 Financial Advisors
2017 – Barron’s Top 1200 Financial Advisors
2016 – Barron’s Top 1200 Financial Advisors
2015 – Barron’s Top 1200 Financial Advisors
2009 – Barron’s Top 1000 Financial Advisors
The Barron’s Top Financial Advisor awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
2013 – Portland Award Program Best of Portland for Wealth Management
Award based on business leadership in environmental, economic and social sustainability.
2012 – Portland Business Journal Premiere Wealth Advisor
2008 – #2 on Portland Top Wealth Advisors
This award is based on assets managed, revenues, experience levels, acceptable compliance records and more.
2008 – Registered Rep Magazine Top 100 Independent Advisors in America
2009 – Registered Rep Magazine Top 100 Independent Advisors in America
This ranking is based on assets under management.
2006 – Top U.S. Advisors in America by Research Magazine Winner’s Circle
This award is based on assets under management.
2002 – Mutual Funds Magazine Coast to Coast 100 Trusted Advisors
2001 – Mutual Funds Magazine Top 100 Financial Planner Nationwide
Awards are based on nationwide polling, account minimums, areas of specialization, and methods of compensation.
1987-2001 – National Association of Insurance and Financial Advisors Quality Award
2000 – Oregon Association of Insurance and Financial Advisors: Sr. Agent of the Year
1987 – Oregon Association of Insurance and Financial Advisors: Agent of the Year
Awards based on assets under management, policy persistency, production, citizenship, and community activity.