Our clients’ success is in our eyes the highest achievement possible.  However, we are honored to have been recognized by many of the top financial industry organizations and publications throughout the years.

Financial Times

Recognized as FT 300 Top Registered Investment Adviser in 2014, 2015, 2016, 2017, 2018, 2019, and 2020

Forbes logo

Dan Roe listed in Forbes’ Best-in-State Wealth Advisors ranking in 2017, 2018, 2019, 2020, 2021, and currently as #8 in Ohio and first in Columbus for 2022

Columbus CEO logo

Best of Business – Private Wealth Management Award Winner 2018, 2019, 2020 and 2021

Five Star Professional

14 Budros, Ruhlin & Roe Wealth Managers named Five Star Wealth Managers in 2019, 2020, 2021 and 2022 - most of any firm in Central Ohio and multiple awardees since 2013

Columbus Business First

Top 10 Largest Central Ohio Fee-Only Financial Planner List in 2018, 2019, and 2020; currently listed #1 in 2021 based on AUM


Dan Roe named Top 100 Advisor since 2016

WELD Logo for Sam Award

Women for Economic and Leadership Development (WELD) 2022 Columbus Calendar Honoree – Samantha Anderson

Columbus Business First

Business First Corporate Caring Award Winner in 2017, 2021 and 2022

Smart Business Logo

Smart Business – Medical Mutual SHARE Pillar Award Winner 2017

Investment News logo

Investment News Alexandra Armstrong Lifetime Achievement Award Winner – Peggy M. Ruhlin 2017

Forbes RIA Channel logos

Forbes & RIA Channel Fastest Growing RIA Firm Winner 2016

Charles Schwab Impact Awards

Schwab Impact – National Best-in-Business Award 2011

Please note – limitations:  Neither rankings and/or recognition by unaffiliated rating services, publications, media or other organizations, nor the achievement of any designation or certification should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Budros, Ruhlin & Roe, Inc. is engaged or continues to be engaged to provide investment advisory services.  Rankings published by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings re generally limited to participating advisers.  Unless expressly indicated to the contrary, Budros, Ruhlin & Roe, Inc. did not pay a fee to be included in any such ranking or receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of Budros, Ruhlin & Roe, Inc. by any of its clients.  Any questions can be directed to the Budros, Ruhlin & Roe Chief Compliance Officer.

For more information on the research/selection methodology of the above mentioned honors, please visit: https://www.b-r-r.com/disclosure/


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