Facet was included in the USA TODAY Best Financial Advisory Firms 2026 list (published February 2026), produced in partnership with Statista and based on a ranking of 1,000 RIA through an independent survey and other data. Facet did not pay a fee to be considered for this ranking; however, Facet did pay a licensing fee to use the ‘Best Financial Advisory Firms 2026’ logo in marketing materials. This 4th edition ranked 1,000 RIAs based on a scoring model comprised of: (1) Recommendations (20%): collected via an independent survey of over 30,000 clients, industry experts, and advisors; and (2) AUM Development (80%): tracking short-term growth (2025-2026) and long-term growth (2021-2026). Self-recommendations were prohibited. Third-party rankings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. For more details on this ranking click here.

As of October 7, 2025; Facet has a 4.6 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Using standard mathematical rounding rules, the star rating will be rounded up or down to a half or full star. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews.

Facet has been Accredited with the Better Business Bureau® since June 2025, and as of April 2026, holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. The BBB Rating takes into consideration the following: type of business, time in business, complaint history, transparency in business practices and more. Each of these categories are assigned a range of points to be added or deducted to a total score. That score is totaled and assigned a letter grade of A-F based on 100 points equaling A+. While payment is required for businesses to be a member of the BBB, no compensation was provided for the rating.

In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 500 for their vetting of the submitted information.

Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. The initial criteria included Firms with more than $20 Million Assets under management, at least 3 wealth advisors, more than 5 clients and at least 2 years registered. Those remaining firms were scored based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. These rankings prepared by Plant-A reflect an editorial content and no compensation was provided by Facet in connection with America’s Top Financial Advisory Firms 2025.

Time Magazine’s, Time Stamped reviewed seven of the most popular firms offering financial advisory services in 2024, assessing factors including available services, fees, implemented tax efficiency strategies, customer service reputation, total assets under management, and more. They then chose advisor services for specific categories of client need and benefit. Their list is not comprehensive or exhaustive, and available services and fees may change at any time. No compensation has been provided in connection with the Best Financial Advisors 2024.