CCR News & Resources

News & Resources

Awards and Recognition

Our industry recognition is testament to our long-standing commitment to serving our clients' needs.

  • Cetera Advisors: Ensemble of the Year Award, 2016, 2017
  • Financial Times: Top 400 Advisors, 2015, 2016, 2017
  • Financial Times: Top 401 US Retirement Advisors, 2017
  • NAPA Top Defined Contribution Advisor Firms, 2017
  • Connecticut Magazine: Five Star Wealth Manager, 2015
  • Boston Magazine: Five Star Wealth Manager, 2015
  • Cetera Advisors: Business Plan Challenge Winner, 2014
  • Worcester Business Journal: 40 under 40 awarded to David Borden, 2012
  • Advisor One: Top Wealth Manager, ranked yearly since 2008
  • Accounting Today: Wealth Magnet, ranked yearly since 2008
  • Registered Rep Magazine: America's Top 100 Independent B/D Advisors, ranked yearly 2008-2011
  • CPA Wealth Provider: Financial Planning Award of Excellence, 2007
  • WebCPA: Listed as a Top AUM CPA/Financial Planning Firm, ranked yearly since 2008
  • WebCPA: Listed in the 500+ Million Club for AUM, ranked yearly since 2008
  • Cetera Advisors/Pershing LLC Top Advisory Firm Since 2004

 

 

2015/2016/2017 FT 400 Disclosure:The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.