Firm Accolades
Local and national recognition that Allodium has received:
-
2024
Twin Cities Five Star Wealth Managers
Eric Hutchens, Suzanne Tudor, Saul Baumann and Derek Van Calligan were mentioned in the Mpls.St.Paul Magazine as a recipient of the 2024 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professionals here.
-
2023
Twin Cities Five Star Wealth Managers
Eric Hutchens and Suzanne Tudor were mentioned in the Mpls.St.Paul Magazine as a recipient of the 2023 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professionals here.
-
2022
Twin Cities Five Star Wealth Managers
Eric Hutchens and Suzanne Tudor were mentioned in the Mpls.St.Paul Magazine as a recipient of the 2022 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professionals here.
-
2021
Twin Cities Five Star Wealth Managers
Eric Hutchens was mentioned in the Mpls.St.Paul Magazine as a recipient of the 2021 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professionals here.
-
2020
Twin Cities Five Star Wealth Managers
Eric Hutchens was mentioned in the Mpls.St.Paul Magazine as a recipient of the 2020 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professionals here.
-
2019
Twin Cities Five Star Wealth Managers
Anne Ward and Eric Hutchens were mentioned in the Mpls.St.Paul Magazine as recipients of the 2019 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here. -
2018
Twin Cities Five Star Wealth Managers
Anne Ward and Eric Hutchens were mentioned in the January 2018 issue of Mpls.St.Paul Magazine as recipients of the 2018 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here.
-
2017
Twin Cities Five Star Wealth Managers
Dave Bromelkamp, Anne Ward, and Eric Hutchens were mentioned in the January 2017 issue of Mpls.St.Paul Magazine as recipients of the 2017 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here.
-
2016
Twin Cites Five Star Wealth Managers
Dave Bromelkamp, Anne Ward, and Eric Hutchens were mentioned in the January 2016 issue of Mpls.St.Paul Magazine as recipients of the 2016 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here.
Financial Advisor Magazine
Named in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.
CEFEX Certification
CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Allodium Investment Consultants in Minneapolis, MN to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Learn more about the criteria for becoming CEFEX certified here.
-
2015
Financial Advisor Magazine
Named in annual "Top RIA Survey" listing the largest independent registeredinvestment advisors in the nation in terms of total assets under management.
-
2014
Financial Advisor Magazine
Named in annual "Top RIA Survey" listing the largest independent registeredinvestment advisors in the nation in terms of total assets under management.
-
2013
National Association of Board Certified Advisory Practices (NABCAP)
Featured on list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.
-
2012
National Association of Professional Financial Advisors (NAPFA)Senior Investment Consultant, Anne Ward, was accepted into NAPFA - an exclusive professional association of Fee-Only advisors with the highest standards of professional competency and client-centered financial planning.
National Association of Board Certified Advisory Practices (NABCAP)Featured in the Minneapolis/St. Paul Business Journal among list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.
-
2011
National Association of Board Certified Advisory Practices (NABCAP)Featured in the Minneapolis/St. Paul Business Journal among list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.
Financial Advisor MagazineNamed in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.
AdvisorOneNamed in annual "Top Wealth Manager Rankings" listing top investment advisory firms in the nation in terms of total assets under management.
-
2010
Financial Advisor MagazineNamed in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.
Wealth Manager MagazineNamed in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.
-
2009
Financial Advisor MagazineNamed in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.
Wealth Manager MagazineNamed in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.
Center For Ethical Business CulturesNamed as finalist for 2009 Minnesota Business Ethics Award.
-
2008
Financial Advisor MagazineNamed in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.
Wealth Manager MagazineNamed in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.
Winner's CircleFeatured in the Minneapolis/St. Paul Business Journal among "Winner's Circle of Top 15 Independent/RIA Wealth Managers in the Twin Cities" based on both quantitative and qualitative criteria.
Independent Research Firm
Achieved average client satisfaction score of 4.7 on 5-point scale with 5.0 being "very satisfied" on independently-administered client survey.
-
2007
Wealth Manager MagazineNamed in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.
Note: Recognition or rankings by unaffiliated publications or services referenced above should not be construed as a guarantee of certain results when Allodium is engaged for investment advisory services. Nor should it be construed as a current or past endorsement for Allodium by any of its clients. Rankings included in magazines or other publications are generally based exclusively on information prepared and/or submitted by the recognized advisers.
Let's Meet
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.