AEPG Best Financial Advisor and Wealth Manager
AEPG has been widely recognized and honored for our achievements and expertise in financial planning, investment management, wealth management, insurance, risk management, and more. We are frequently named by major industry organizations as a top wealth management firm and financial advisor.
Best Places to Work in New Jersey
NJBIZ Named AEPG as one of the 2017 Best Places to Work in New Jersey, the fourth consecutive year.
AEPG® Wealth Strategies was ranked #38 in the 2017 Best Places to Work in New Jersey in the SMALL/MEDIUM category. This survey and awards program identifies, recognizes, and honors the top places of employment in New Jersey that benefit the state's economy, workforce, and businesses. The Best Places to Work in New Jersey program is made up of 100 companies split into two groups: 70 small/medium-sized companies (15-249 employees) and 30 large-sized companies (more than 250 employees).
Companies from across the state entered the two-part process using a extensive workplace assessment process that included an inventory of organizational benefits, policies, and offerings but also a detailed survey of employees to determine the 100 Best Places to Work in New Jersey. The overall registration and survey process was managed by Best Companies Group (BCG). BCG also analyzed the data provided and used their expertise to determine the final rankings.
While there is a cost associated with administering the survey to be considered as one of the Best Places to Work, there is no guarantee of inclusion in the list.
For more information on the Best Places to Work in New Jersey program please visit www.njbiz.com/events.
New Jersey Five Star Wealth Managers
Steven Kaye, Peter Needham, Gary Shor, and Ray Hawkins were named New Jersey 2017 Five Star Wealth Managers (NJ Monthly Magazine January 2017).
AEPG's wealth managers have received this award since 2012.
Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers in more than 45 markets in the U.S. and Canada. The Five Star award recognizes service professionals who provide quality services to their clients. Award winners are listed at no cost in a special advertising section within the city/regional magazine and on fivestarprofessional.com.
Medical Economics Best Financial Adviser for Doctors
Steven Kaye was named Best Financial Adviser for Doctors in Medical Economics 2017. Steven Kaye has been included in this report from 2010 through 2017. This paid directory, published by Advanstar Communications Inc., is a yearly feature providing its readers with access to advisers with special experience in meeting the unique financial goals and challenges of doctors. All applications for a paid listing in the Best Financial Advisers Guide for Doctors are subject to review based on the following criteria: Knowledge and Experience (minimum of 10 years), member in good standing of the Financial Industry Regulatory Authority and the U.S. Securities & Exchange Commission, Assets Managed, Fee Arrangements, and Minimum Portfolio requirements.
Top RIAs – Financial Advisor Magazine
AEPG Wealth Strategies Named in 2016 Top RIAs by Financial Advisor Magazine, July 2016.
This annual ranking is based on the percentage of growth in assets under management from the previous year. AEPG has received this recognition every year since 2011, and did not pay to apply or be included on the list. In 2016, AEPG® Wealth Strategies ranked #224 overall and 19th by assets under management in the Asset Category: $500 Million to < $1Billion reported as Assets Under Management on form ADV.
Financial Advisor Magazine 2012 -2016.
Best Financial Advisors for Dentists
Steven Kaye was named in Best Financial Advisers for Dentists 2017, Dental Products Report in June 2017. Steven Kaye has been included in this report from 2011 through 2017.
This paid directory, published by Advanstar Communications Inc., is a yearly feature providing its readers with access to advisers with special experience in meeting the unique financial goals and challenges of dentists.
All applications for a paid listing in the Best Financial Advisers Guide for Dentists are subject to review based on the following criteria: Knowledge and Experience (minimum of 10 years), member in good standing of the Financial Industry Regulatory Authority and the U.S. Securities & Exchange Commission, Assets Managed, Fee Arrangements and Minimum Portfolio requirements.
InvestmentNews Best Practices Award
AEPG Wealth Strategies was chosen to receive the Best Practices Award from InvestmentNews on October 15, 2014.
From more than 300 financial advisory firms, a dozen were chosen to receive Best Practices awards from InvestmentNews for being among the fastest-growing, most productive, and profitable businesses in the industry. The firms were named top performers based on financial parameters that illustrate growth and adviser profitability, including profit margin, pretax income per owner, and revenue per professional. All winners participated in the InvestmentNews 2014 Financial Performance Study of Advisory Firms and no fees were paid to participate.
NJBiz Healthcare Heroes
Steven Kaye, President & Founder of AEPG Wealth Strategies was named a finalist for NJBiz Healthcare Heroes Volunteers of the Year.
An independent panel of judges evaluated the nominations and selected finalists in each of the categories. No fees were paid to be considered for this award.
Barron’s Top 1200 Financial Advisors
Barron's has ranked Steven W. Kaye #26 in the State of New Jersey for Barron’s Top 1200 Financial Advisors.
The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. No fees were paid to participate in this listing.
Top 25 Defined-Contribution Plan Administrators
NJBiz has named AEPG Wealth Strategies one of the Top 25 Defined-Contribution Plan Administrators for 2013 to 2015. No fees were paid to be included in this listing.
Plan Adviser’s Top 100 Retirement Plan Advisers
Steven Kaye was named in planadviser’s 2018 Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement. To be considered for this list, advisers had to either submit information and references or be nominated. No fees were paid to participate in the listing.
There are many different awards presented in the financial advisor industry. AEPG is fortunate to have been recognized by many of the top industry publications. While we are flattered with this honor, it is important to note these awards are not based on statements of any specific client experience or survey of any group of clients. These awards are also not a representation of AEPG’s past or future investment performance capabilities. If you have any questions on the criteria used for the rankings, please contact us.