Pivotal Planning Group, LLC

Other recognitions for Pivotal Planning Group, LLC:

Top Financial Advisor Firms in New York 2020

Top 150 CPA Firms BY AUM

America's Most Honored Businesses 2019 - Top 5%

2018 RIA Ranking

America's Most Honored Businesses 2018 - Top 5%

FA's 2017 RIA Ranking

Top 150 Firms By AUM

America's Most Honored Businesses 2017 - Top 5%

FA's 2016 RIA Ranking

Top 150 Firms By AUM: 2016 Wealth Magnets

2015 Wealth Magnets: Top Firms By AUM

Top Firms By AUM: 2014 Wealth Magnets

2012 Top Wealth Managers