| senioradvisor.com best of 2023 | 0.7 | 0.9 | 7356 | 30 | 7 |
| senioradvisor.com best of 2021 | 1.66 | 0.3 | 3160 | 30 | 24 |
| senioradvisor.com best of 2020 | 1.83 | 0.5 | 1698 | 30 | 56 |
| resident advisor best of 2023 | 0.21 | 0.8 | 283 | 29 | 66 |
| senior advisor best of 2022 | 1.15 | 0.5 | 3528 | 27 | 23 |
| best financial advisor 2023 | 0.64 | 0.5 | 5522 | 27 | 37 |
| best drivers of 2023 for seniors | 0.88 | 0.1 | 1676 | 32 | 82 |
| top-rated financial advisors of 2023 | 1.44 | 0.7 | 3875 | 36 | 98 |
| forbes best advisors 2023 | 1.25 | 0.5 | 4563 | 25 | 77 |
| best managers of 2023 | 1.96 | 0.4 | 5041 | 21 | 13 |
| u.s. news best senior living 2023 | 1.81 | 0.4 | 7634 | 33 | 52 |
| best senior living 2023 2024 | 1.48 | 0.8 | 4305 | 28 | 67 |
| best senior drivers 2023 | 0.88 | 0.2 | 8760 | 24 | 33 |
| best retirement planner 2023 | 0.59 | 0.8 | 7912 | 28 | 73 |
| best financial advisor companies 2023 | 0.64 | 0.2 | 3096 | 37 | 71 |
| forbes best in state advisors 2023 | 0.91 | 0.1 | 6499 | 34 | 97 |
| best financial advisor websites 2023 | 1.75 | 0.3 | 5524 | 36 | 35 |
| top financial advisors 2023 | 0.98 | 0.8 | 7229 | 27 | 20 |
| best in state financial advisors 2023 | 1.16 | 0.6 | 459 | 37 | 48 |
| forbes top advisors by state 2023 | 0.66 | 0.8 | 2751 | 33 | 40 |
| forbes top advisors 2023 | 0.69 | 0.7 | 6300 | 24 | 51 |
| special advisers list 2023 | 0.85 | 0.1 | 3368 | 26 | 46 |
