Truepoint Inc. and its Founder & CEO, Michael J. Chasnoff, have been repeatedly recognized among the nation’s top wealth advisors by various national publications.
Barron’s
Truepoint and Michael J. Chasnoff are named to Barron’s 2008 and 2011 Top 100 Independent Financial Advisors listing.
Worth Magazine
Michael J. Chasnoff has been included in Worth’s elite listing to Top Wealth Advisors thirteen times: 2008, 2006, 2005, 2003, 2002, 2001, 2000, 1999, 1998, 1997, 1996, 1995, and 1994. In Worth’s inaugural 1994 listing, Michael was included among only 60 advisors nationwide. Worth decided to discontinue its ranking survey post its 2008 listing.
Inc. Magazine
Truepoint was included on Inc.‘s 2011 listing of the 5,000 fastest-growing private companies in America.
Medical Economics
Michael J. Chasnoff has been included on the Best Advisors for Doctors listing since 2002: 2011, 2010, 2008, 2006, 2004 and 2002. (Before 2011, this list was biennial)
Paladin Registry
Michael J. Chasnoff has been awarded a five star quality rating by Paladin Registry after a comprehensive review of his credentials, ethics, business practices, and financial services. Only 7% of the advisors in the financial services industry achieve the Registry’s highest quality rating.
AdvisorOne
Truepoint has been included among the Nation’s Top 100 Wealth Management Firms in each year of the list’s existence, since 2001. Truepoint has also been included on their one-time listing of the Nation’s Leading Multifamily Offices.
Financial Advisor
Financial Advisor magazine recognizes Truepoint, Inc., in its Top RIA ranking since 2006.
Accounting Today
Accounting Today names Truepoint as one of the nation’s 2011 Wealth Magnets, for the fourth year in a row
Local Business Awards
Truepoint as a Leader in Cincinnati
Largest Tri-State Money Management Firms
The Cincinnati Business Courier names Truepoint as one of the largest tri-state money management firms each year since 2006.
Best Wealth Managers in Client Satisfaction
Cincinnati Magazine names Truepoint advisors among a listing of the best wealth managers in the city as judged by client satisfaction ratings: 2008, 2009, 2010 and 2011.
This rating should not be construed as an endorsement of Truepoint by any client nor is the rating representative of any one client’s evaluation.
Best Places to Work
The Cincinnati Business Courier names Truepoint as one of the “Best Places To Work” four years in a row: 2005, 2006, 2007, 2008.
Small Business Excellence Award
Truepoint is honored by the Chamber as one of Cincinnati’s top small businesses in 2007.
Members of the Truepoint team have also been quoted extensively by the local and national press over the years. For a sampling of those quotes, click here.
Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.
