Wealth management firms are defined by the strength of their teams. Our team is nationally recognized, highly credentialed, and hand-selected for its deep knowledge and diverse experiences. We believe our team is among the most talented in the industry with a unique combination of wisdom, financial expertise and investment management skill, whose collective efforts are focused on you

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Financial Planning | 2017

Financial Planning magazine named Hamilton Capital Management to its RIA Leaders list, which ranks the nation’s independent, fee-only Registered Investment Advisers in a number of categories. Hamilton Capital was ranked 10th in number of advisors, 19th in total client accounts and 80th in assets under management.

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Inc. | 2017, 2016, 2015

Hamilton Capital has been named to the Inc. 5000 for a third consecutive year, a list of the fastest-growing private companies in America by Inc. magazine. The firms on the 5,000-member list, which has featured powerhouse brands like Microsoft, Oracle, Intuit, Zappos and GoPro in the past, demonstrated remarkably consistent high growth according to the magazine’s editor.

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Financial Times | 2018, 2017, 2015, 2014

Hamilton Capital has thrice been included in the Financial Times 300, a list of the United States’ elite independent financial advisers compiled by Financial Times, one of the world’s leading business news organizations. More than 2,000 qualifying firms were considered for the 300-member list, which was determined through publication research.

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Financial Advisor | 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008

For the tenth consecutive years Hamilton Capital has earned a place on Financial Advisor magazine’s list of the nation’s largest independent wealth advisers. The firm ranked 125th on the most recent list, which ranks Registered Investment Advisors by assets under management.

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Barron’s | 2016, 2015

Hamilton Capital CEO Matt Hamilton has twice been named to Barron’s Top 1,200 Advisors List, an annual ranking of the top financial advisors in each state and the District of Columbia. The rankings, which include both Wall Street and independent firms, are based on assets under management, revenues generated and quality of practices.

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Dental Practice Management | 2016, 2015, 2014, 2013, 2012, 2011

Two Hamilton Capital senior advisors, Chairman & CEO Matt Hamilton and Senior Vice President Bill Leuby, have been named “Best Financial Advisers For Dentists” by Dental Practice Management magazine. They were two of only 69 in the country to make the most recent list, which featured top advisors who have extensive experience working with dentists.

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Medical Economics | 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2008

This bi-weekly physicians journal has named both CEO Matt Hamilton and Senior Vice President Bill Leuby to its “Best Financial Advisers For Doctors” list. The magazine annually recognizes the nation’s top financial advisors who “have worked extensively with doctors”.

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The Wall Street Journal | 2015

Hamilton Capital CIO Tony Caxide was featured in the August 10 issue of The Wall Street Journal speaking about the firm’s use of actively managed funds in a move to become a little more defensive in the market environment at the time. The story also featured an allocation for one of HCM’s dynamically managed portfolios with Caxide’s thoughts on the selected funds.

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InvestmentNews | 2014

Hamilton Capital was listed among the nation’s top independent financial advisers by InvestmentNews, ranking 156th in the publication’s RIA Data Center, which ranks independent U.S., fee-only firms by total assets under management.

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AdvisorOne / Wealth Manager | 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002

Eleven times in the 12 years AdvisorOne published its Top Wealth Managers list, Hamilton Capital Management was on it. Based on its own survey and independent analysis, the publication listed HCM with the top Registered Investment Advisors nationally based on assets under management per client.

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Worth | 2005, 2004, 2003

Firm President Jeff Loehnis was named one of the nation’s “Top 100 Wealth Advisors” by Robb Report’s Worth magazine three times. The list recognized “those who possess the superior qualities that define a top wealth advisor: vigilance, expertise, and the ability to communicate honestly and frankly with clients”.

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