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Forbes Best in State Wealth Advisors 2024

Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Best in State Wealth Advisors (April 2024)

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Forbes Best-In-State Top Financial Security Professionals 2023

Founder, CEO and Private Wealth Advisor Ryan Saunders ranked in top ten in North Carolina for Forbes Top Financial Security Professionals Best in State (July 2023)

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Forbes Top Next-Gen Wealth Advisors Best-In-State 2022

Founder, CEO and Private Wealth Advisor Ryan Saunders ranked in top ten in North Carolina for Top Next-Gen Wealth Advisors Best in State (August 2022)

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Charlotte Business Journal logo

Founder, CEO and Private Wealth Advisors Ryan Saunders recognized in the Charlotte Business Journal (August 2023)

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Forbes Best-In-State Top Financial Security Professionals 2022

Founder, CEO and Private Wealth Advisor Ryan Saunders ranked in top ten in North Carolina for Forbes Top Financial Security Professionals Best in State (July 2022)

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Forbes Top-Financial Security Professionals 2021

Founder, CEO and Private Wealth Advisor Ryan Saunders named #142 out of 250 top financial security professionals in the country (October 2021)

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Charlotte Business Journal Most Admired CEO Awards 2022

Founder, CEO and Wealth Management Advisor Ryan Saunders named a most admired CEO in the Charlotte region (June 2022)

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Charlotte Business Journal 40 Under Forty Awards Ryan Saunders 2023

Founder, CEO and Private Wealth Advisor Ryan Saunders named to the 2023 Charlotte Business Journal’s 40 Under 40 (May 2023)

Charlotte's Best 2022 Winner

Plancentric Financial Group voted as a top wealth management group in Charlotte Observer’s Charlotte’s Best awards (October 2022)

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Plancentric Financial Group featured in regional issues of Fortune, Entrepreneur and Bloomberg Businesweek magazines (February 2022)

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Charlotte Business Journal 2023 Best Places To Work logo

Plancentric Financial Group named to Charlotte Business Journal’s Best Places to Work, Small Companies for third consecutive year (November 2023)

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Charlotte Business Journal Best Places to Work

Plancentric Financial Group named to Charlotte Business Journal’s Best Places to Work, Small Companies for second consecutive year (November 2022)

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Best Places to Work 2021

Plancentric Financial Group ranked #1, Small Companies, on the Charlotte Business Journal's 2021 Best Places to Work (November 2021)

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Charlotte Business Journal  Fast 50 Awards 2022

Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2022, the third consecutive year as the only wealth management firm on the list. (December 2022)

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Charlotte Business Journal Fast 50 Awards 2021

Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2021, the second consecutive year as the only wealth management firm on the list. (December 2021)

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Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2020, the only wealth management firm on the list. (December 2020)

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Bob Awards Winner 2023

Plancentric Financial Group voted top financial planning/wealth management group (April 2023)

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Bob Awards Winner 2022

Plancentric Financial Group voted top financial planning/wealth management group (April 2022)

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Bob Awards Winner 2021

Plancentric Financial Group voted top financial planning/wealth management group (April 2021)

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Charlotte Business Journal Charlotte's Largest Financial Planning Firms 2023

Plancentric Financial Group named to the top financial planning firms in the Charlotte region (April 2023)

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Plancentric Financial Group named to the top 25 financial planning firms in the Charlotte region (April 2022)

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Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year. Forbes “Top Next-Generation Wealth Advisors” list, (August 2022), based upon data as of 3/31/2022. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but may marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. Charlotte Magazine Bob Awards, results are determined by online reader votes between January-February of the award year. No compensation is provided to be eligible. Charlotte Business Journal Fast 50 is an annual ranking of growing companies, using a dollar or percentage growth in revenue during a three-year span. Companies applied for inclusion in this program after CBJ solicited nominations. The findings are compiled by the Charlotte Business Journal and CliftonLarsonAllen, eligible companies are privately held with at least $1 million in revenue. They are headquartered in the Charlotte area. The ranking is based on average percentage of annual revenue growth from 2019 to 2021. No compensation is provided to be eligible, however, advertising fees may be paid to promote winners. Charlotte's Largest Financial Plannings Firms, Charlotte Business Journal April 2023. Award was based upon data/information as of February 2023. No compensation was provided to participate, but marketing fees for logo usage do apply.