Awards and Recognition

Firm-wide awards:

  • RegentAtlantic Capital was listed #37 in Financial Planning Magazine's 2011 Top 50 RIA's in the Country. These firms are ranked by their AUM (Assets Under Management).
  • RegentAtlantic Capital's Brent Beene, Chris Cordaro and Jane Newton were named to New Jersey's list of Five Star Wealth managers in 2011. The Five Star award is presented to service professionals, such as wealth managers and real estate agents, in more than 45 markets in the U.S., and now in Canada. The Five Star award goes to service professionals who provide quality services to clients.
  • RegentAtlantic was named to both Wealth Manager Magazine and Financial Advisor Magazine's Inagural All Star Research team of 2011, highlighting Chief Investment Officer Chris Cordaro, Director of Research Andy Kapyrin and Investment Committee Chair Brian Kazanchy.
  • RegentAtlantic Capital, LLC was recently named as one of the Best Places to Work in New Jersey. The award program, created in 2005 is produced by NJBIZ and sponsored by Extensis, Gibbons P.C., and Rothstein Kass.
  • Investment News ranked RegentAtlantic as the 23rd largest Fee-Only Registered Investment Advisor in the U.S., largest in New Jersey in 2010.
  • Financial Advisor Magazine ranked RegentAtlantic as the 32nd largest Fee-Only Registered Investment Advisor in the U.S. and largest in New Jersey in 2010.
  • Forbes named RegentAtlantic #31 in their 50 Top Fee-Only Financial Advisors in 2010.
  • Wealth Manager Magazine names RegentAtlantic among the 300 largest wealth management firms in its 2010 listing.
  • Moss Adams recognized RegentAtlantic Capital as one of the Best Managed Firms in the United States, 2007.
  • RegentAtlantic was recognized as the “Best-in-Tech” award winner at the IMPACT Awards TM 2006. Watch video.
  • New Jersey Business Magazine named RegentAtlantic among the 50 fastest growing companies in New Jersey in 2005 and 2006 and in the top 25 privately-held companies in New Jersey in 2003.

Individual awards:

  • Barron’s Magazine ranked Chris Cordaro and David Bugen among the 2011 Top 100 Independent Financial Advisors in the nation. Click here:
  • Named “40 under 40” by NJ Biz Magazine in 2003 - Chris Cordaro
  • Worth Magazine/Robb Report listings for 2006, 2005, 2004, 2002, 2001 - Chris Cordaro – David Bugen
  • Reuters Top Financial Advisors 2007 – David Bugen, Chris Cordaro, Jim Reilly, Michael Steiner
  • Women’s Fund of New Jersey – Women of Influence in Finance, 2007 – Jennifer Papadopolo

Careers

Our Team includes experts in operations, portfolio management, administration, and wealth management. Learn more

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