Financial Professionals

Programs Designed to Recognize You Pause for Recognition

Top Advisors

The Highest Standards of Excellence

Aurum Capital has several programs designed to recognize financial professionals for their outstanding service to clients.

  • The Chairman and Executive Council members exemplify the best of Aurum Capital’s Private Client Division and represent the highest standards of excellence in our profession.
  • Aurum Capital’s top advisory practices are recognized through Aurum Capital Asset Management's annual Wealth Management Roundtable.
  • We recognize industry designations such as CFP®, CIMA®, ChFC®, AIFA® and more.
Outstanding Leadership

The Best in the Industry

Each year, Aurum Capital financial professionals are also recognized with several awards for their experience, outstanding leadership, and for being the best in the industry.

  • Forbes/R.J. Shook’s: Top Wealth Advisors, America’s Top Next-Generation Wealth Advisors, Top Women Wealth Advisors, Working Mothers, and Best-in-State Wealth Advisors 
  • Financial Times: 401 Top Retirement Advisors
  • FinancialPlanning.com: Top 25 Regional Advisors Under 40 and 40 Under 40
  • Captive International: Best Individual Asset Manager Award
  • 401(k) Specialist: Top Advisor by Participant Outcomes (TAPO)

Let's Talk Your Future

Your drive to succeed, eagerness to take on challenges, and openness to collaborating with our diverse colleagues in the pursuit of excellence can make Aurum Capital the right place for you.

Aurum Capital is more than just another wealth management firm. The professionals who join us are a part of a distinct culture that helps them, and their clients succeed.

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We believe that you will discover something special about Aurum Capital. Read what the Chairman and Head of Private Client Division have to say to our recruits.

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We believe that you will discover something special about Aurum Capital, and find it is a unique platform to serve clients and grow your business.

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We provide the support, guidance, and service you need at every stage of the transition process.

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Aurum Capital financial professionals are recognized with several awards and programs each year for their experience, outstanding service to clients, and for being the best in the industry.

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As you consider changing firms, we’re sure you have a lot of questions about compensation. To help guide you, we’ve compiled a list of 5 key compensation-related questions to consider as you decide on the firm that is right for you.

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With expertise spanning many disciplines – from hedge funds to mutual funds, from domestic investments to offshore opportunities – we have the experience and training to address complex investment strategies and help move your clients closer to their financial goals.

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As we look ahead, we are hopeful that you continue to consider moving your business to Aurum Capital, and we believe you will discover exciting opportunities here.

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