With tremendous gratitude and honor, BakerAvenue Wealth Management is proud to be recognized by leading companies and organizations for our commitment to excellence and sustainability.
BakerAvenue is honored to be named in the Forbes ranking of America’s Top RIA Firms, by SHOOK Research, an independent and objective party. The ranking is based on an algorithm of qualitative criteria, due diligence interviews via video / telephone / in-person and quantitative data. The algorithm weighs factors such as revenue trends, AUM, compliance records, expertise, best practices and client engagement.
BakerAvenue Wealth Management (RIA) envisions a global economy that uses business as a force for good. As a certified B Corporation member, we join a global association of for-profit businesses committed to using the power of business to build a more inclusive and sustainable economy. Certification indicates that we meet the highest verified standards of social and environmental performance, transparency and accountability.
BakerAvenue is pleased to announce that we have been named to the Financial Times’ 2020 “FT 300: Top Registered Investment Advisers” list. Produced independently by Ignites Research on behalf of the Financial Times, the list recognizes leading independent RIA firms across the U.S. based on the growth rate, longevity, expertise and credentials of advisors, online accessibility, and compliance standards.
Our values are reflected in everything we do. As a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation. Our membership is further proof of our commitment towards responsible investment that benefits not only our clients, but also the environment and society as a whole.
Committed to improving and elevating diversity & inclusion at BakerAvenue, we are pleased to announce that we have achieved a global standard for inclusion by becoming Diversio Certified. The standards include: measuring and setting targets to increase diversity at all levels, regularly collecting data on employee experience to identify bias and barriers faced by minority groups, and implementing programs and policies designed to unlock specific challenges while tracking results.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
BakerAvenue believes that our workplace culture should reflect our values. As certified members of Great Place to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.
We are honored to announce that we have been named to SustainFi’s “2021 Top 50 ESG Financial Advisors” list. We join SustainFi’s mission to make environmental, social, and governance (ESG) and sustainable investing easy to understand while helping our clients who want to make an impact with their money contribute to a more sustainable future.
Sustainability is a priority in everything we do. BakerAvenue’s San Francisco headquarters located at 301 Battery Street is LEEDS U.S. Green Building Council. We join the community that works toward making our planet greener and more sustainable demonstrating our commitment to becoming more environmentally and socially responsible.
Please note that no fees or endorsements were made in exchange for our awards and acknowledgements.
