Awards

USA Today “Best Financial Advisory Firms” (2026) awarded to Francis Financial. This recognition by USA Today was received on April 16, 2026 based on a review period as of January 2026 including short term AUM development from January 2025 to January 2026 and long term development from 2021 to 2026 and Statista tabulated this rating.

AdvisorHub Awards “200 Women Advisors to Watch” awarded to Natalie Colley (2026). This recognition by AdvisorHub was received in June 2026 based on a review period as of covering calendar year 2025.

NAPFA Awards “Women to Know 2026” awarded to Natalie Colley (2026). This recognition by NAPFA was received in March 2026 based on a review period as of January 1 to January 31, 2026.

ThinkAdvisor Luminaries Awards “Firm Award – Excellence in Marketing and PR” awarded to Francis Financial (2025). This recognition by ThinkAdvisor was received on December 5, 2025 based on a review period as of August 4, 2025.

InvestmentNews Women to Watch Awards “Fastest Growing, Female Led Advisory Team” awarded to Francis Financial, Inc. This recognition by InvestmentNews was received on October 21, 2025 based on a review period as of June 1, 2025.

InvestmentNews Women to Watch Awards “Financial Literacy Champion” awarded to Stacy Francis – Francis Financial, Inc. This recognition by InvestmentNews was received on October 21, 2025 based on a review period as of June 1, 2025.

AdvisorHub “1,000 Advisors to Watch – Under $1B” (2025) awarded to Natalie Colley. This recognition by AdvisorHub was received on July 9, 2025 based on a review period as of December 31, 2024.

Crain’s New York Business 40 Under 40 (2025) awarded to Sunaina Mehra-Syed. This recognition by Crain’s New York Business was received on May 7, 2025 and published on July 28, 2025 based on a review period as of January 31, 2025.

Financial Advisor Magazine “Young Advisors to Watch 2025” awarded to Natalie Colley. This recognition by Financial Advisor Magazine was received on May 1, 2025 based on a review period as of May 2025.

Crain’s 2025 Notable Leaders in Finance awarded to Sunaina Mehra-Syed. This recognition by Crain’s New York Business was received on April 30, 2025 and published on June 30, 2025 based on a review period as of March 31, 2025.

Forbes “America’s Top Women Wealth Advisors Best-In-State” (2019–2025) awarded to Stacy Francis. This recognition by Forbes was received on February 11, 2025 based on a review period as of September 30, 2024 and SHOOK Research tabulated this rating.

Newsweek “America’s Top Financial Advisory Firms 2025” awarded to Francis Financial. This recognition by Newsweek was received on November 19, 2024 based on a review period as of September 30, 2024 and Plant-A Insights Group tabulated this rating.

Financial Planning “7 Rising Stars of 2024” awarded to Natalie Colley. This recognition by Financial Planning was received on September 24, 2024 based on a review period as of June 17, 2024.

Money “Best Financial Planners 2024” awarded to Stacy Francis. This recognition by Money was received on September 19, 2024 based on a review period as of July 17, 2024 and the Financial Planning Association (FPA) tabulated this rating.

Financial Planning “24 People Who Will Shape Wealth Management in 2024” awarded to Stacy Francis. This recognition by Financial Planning was received on December 5, 2023 based on a review period as of November 2022.

AdvisorHub “Advisors to Watch Under $1B” (2023 & 2024) awarded to Stacy Francis. This recognition by AdvisorHub was received on January 18, 2024 based on a review period as of March 31, 2024 and Charles Schwab Advisor Services tabulated this rating.

USA Today “Best Financial Advisory Firms” (2023 & 2024) awarded to Francis Financial. This recognition by USA Today was received on April 23, 2024 based on a review period as of February 16, 2024 including short term AUM development from January 2023 to January 2024 and long term development from 2019 to 2024 and Statista tabulated this rating.

Forbes “Best-In-State Wealth Advisors” (2019–2024) awarded to Stacy Francis. This recognition by Forbes was received on April 3, 2024 based on a review period as of June 30, 2023 and SHOOK Research and Merrill, a Bank of America Company, tabulated this rating.

Inc. “Most Dynamic Women Entrepreneurs” (2023) awarded to Stacy Francis. This recognition by Inc. was received on April 4, 2023 based on a review period as of November 1, 2022.*

Inc. “Best Workplaces” (2023) awarded to Francis Financial. This recognition by Inc. was received on May 9, 2023 based on a review period as of December 31, 2022 and Quantum Workplace tabulated this rating.*

Excell Represent Women in Wealth Management “Community Impact Award” (2022) awarded to Stacy Francis. This recognition by Excell Represent Women in Wealth Management was received on November 9, 2022 based on a review period as of October 2022 and Carson Group tabulated this rating.

AdvisoryHQ “Top 10 Best Financial Advisors in New York, NY” (2016–2020) awarded to Francis Financial. This recognition by AdvisoryHQ was received on March 12, 2020 based on a review period as of December 31, 2019.

Crain’s New York Business “Notable Women in Financial Advice” (2020) awarded to Stacy Francis. This recognition by Crain’s New York Business was received on December 7, 2020 based on a review period covering 2019 to 2020.

Investopedia “100 Top Financial Advisors” (2019) awarded to Stacy Francis. This recognition by Investopedia was received on August 1, 2019 based on a review period as of April 22, 2019.

National Association of Personal Financial Advisors “NCEF Pro Bono Service Award” (2018) awarded to Stacy Francis. This recognition by the National Association of Personal Financial Advisors was received in May 2018 based on a review period as of February 12, 2018.

InvestmentNews “Women to Watch” (2016) awarded to Stacy Francis. This recognition by InvestmentNews was received on November 21, 2016 based on a review period as of April 1, 2016.

Wealth & Finance International “Client Focused Boutique Wealth Management – New York” (2015) and “Wealth Management Boutique of the Year – New York” (2014)** awarded to Francis Financial. This recognition by Wealth & Finance International was received in October 2014 based on a review period covering the 12 months prior to July 29, 2014 and was tabulated by its internal judging panel.

Invest in Others Charitable Foundation “Community Leadership Catalyst Award Finalist” (2015) awarded to Stacy Francis. This recognition by Invest in Others was received on July 23, 2015 based on a review period as of April 2015.

SmartCEO “Brava Award” (2014) awarded to Stacy Francis. This recognition by SmartCEO was received on May 1, 2014 based on a review period as of April 29, 2014.

CNBC Financial Advisor Council (2014–2025) awarded to Stacy Francis. This recognition by CNBC reflects recurring annual council membership. No review period was specified.

Financial Planning “Pro Bono Award” (2013) awarded to Stacy Francis. This recognition by Financial Planning was received on August 1, 2013 based on a review period as of July 2013.

CNN Money “National Money Hero” (2013) awarded to Stacy Francis. This recognition by CNN Money was received in March 2013 based on a review period as of 2012.

Financial Planning Association “Heart of Financial Planning Award” (2013) awarded to Stacy Francis for Savvy Ladies. This recognition by the Financial Planning Association was received in 2013 based on a review period as of 2012.