Awards & Industry Rankings

2024

Steven Check ranked in the  “Top 100 Independent Advisors” for seven consecutive years.

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Awards and Rankings Disclosures

Please note: CCM is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the rankings and awards listed below. By virtue of disclosing these rankings and awards, CCM is disclosing favorable ratings (to the extent that CCM is ranked above other advisors) and unfavorable ratings (to the extent that CCM is ranked below other advisors).

The rankings and/or awards listed may not be representative of any one client’s experience because of the way in which the rankings and awards are calculated. The rankings and awards are independently granted. The rankings and awards are absolutely not indicative of CCM’s future performance, or any future performance pertaining to its clients’ investments.

These rankings and awards or any other recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if CCM is engaged, nor should it be construed as a current or past endorsement by any of its clients.

CNBC FA 100 (2019/2020/2021/2022)
The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

Neither CCM nor any other participating advisers paid a fee to be eligible for the CNBC FA 100 ranking.

Additional information about the methodology behind the CNBC FA 100 is available here.

Top 100 Independent Advisors – Barron’s (2018/2019/2020/2021/2022/2023/2024)
Barron’s is a registered trademark of Dow Jones & Company, L.P.  All rights reserved.  Barron’s bases its “Top 100 Independent Advisors” rankings upon data provided by individual advisers and their firms, including submissions by CCM.  Barron’s confirms that data via regulatory databases, cross-checks with securities firms and conversations with individual advisers.

The rankings reflect “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”  The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.  A ranking of “N” denotes an advisor who is new to the list.  The formula Barron’s uses to rank advisers is proprietary.  It has three major components: assets managed, revenue produced and quality of practice.  Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients.  The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

Neither CCM nor any other participating advisers paid a fee to be eligible for the “Top 100 Independent Advisors” rankings.  Barron’s does not publish, nor is CCM aware of the percentage of other advisers that received the applicable rankings.

Additional information about Barron’s “Top 100 Independent Advisors” is available here.

FT 300: Top Registered Investment Advisers – Financial Times (2018)
Research for the award was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication (collectively, “FT”).  An initial pool of candidates was identified by examining the database of RIAs registered with the US Securities and Exchange Commission and select those that reported more than $300 million in assets under management.

The criteria used to select firms for inclusion in the final ranking, and to determine each firm’s placement in the final rankings, were: (1) assets under management; (2) growth rate of assets under management; (3) firm years in existence; (4) compliance record and disciplinary history; (5) industry certifications and designations; and (6) online accessibility.  Assets under management was weighted to account for approximately 70-75 percent of each adviser’s final score.  FT also placed caps on the number of advisers from any particular state, distributed roughly in accordance with the distribution of millionaires across the country.

Neither CCM nor any other participating advisers paid a fee to be eligible for the Financial Times Top 300 ranking.  The FT ranking is comprised of the top 300 advisers out of approximately 2,000 qualified firms and 760 responding firms.

Additional information about the methodology behind the Financial Times Top 300 ranking is available here.  The full list is available here.