Relationships are Built to Last

Awards

Our top rated financial advisors are continually recognized for their expertise and dedication to clients.


2016

 


2015
  •  NCA Financial Planners ranked in Financial Times Top 400 Financial Advisers
  • Congratulations to Kevin Myeroff and the team at NCA Financial Planners for being featured on the cover of the most recent edition of Barron’s Magazine. Kevin was asked to participate in a roundtable discussion on retirement planning. Click here for article.

 


2014
  • NCA Financial Planners ranked #1 in Northeast Ohio by Barron's Top 100 Independent Financial Advisors
  • NCA Financial Planners ranked #1 in Northeast Ohio by Barron's Top 1200 Advisors by state
  • Kevin Myeroff featured in Crains Cleveland Business
  • NCA Financial Planners ranked in Financial Times Top 400 Financial Advisers

 


2013
  • NCA Financial Planners was ranked 2nd Top Advisor in Ohio and #1 in Northern Ohio by Barron's.
  • NCA Financial Planners ranked in Financial Times Top 400 Financial Advisers

  


2012
  • NCA Financial Planners was ranked 2nd Top Advisor in Ohio and #1 in Northern Ohio by Barron's. 

2011

2010
  • 2010 Top 1,000 Advisors - On February 22, 2010, NCA Financial Planners and Kevin Myeroff have once again been ranked in Barron's Magazine.*

2009
  • Top 100 Independent Financial Advisors of 2009 - On August 29, NCA was once again ranked in Barron's Magazine. This time we were # 1 in Ohio and #21 in the country for 100 Top Financial Advisors of 2009. Thank you to all of our clients who have helped us achieve this recognition.*

2008

 "Barron's Winner Circle Top 100" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to cliets, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information.
*The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Individuals/advisory firms did not pay a fee to be considered or placed on the final list of “Barron’s Top 100 Independent Financial Advisors”. This rating in not indicative of future performance. Individual account experience may vary. For additional information visit www.barrons.com

The principle behind the Financial Times 400 is to focus on investors. Financial advisers were assessed from the perspective of current and prospective investors. The FT rewarded attributes that investors care about (or should care about) and not the value of those advisers or bodies.The methodology is quantifiable and objective. In autumn 2012, the FT solicited advisers’ practice information from the 40 largest US broker-dealers and requested data for each group’s most elite advisers. By working with organizations instead of individuals, the FT was able to obtain verified adviser data instead of relying on self-reporting, thus increasing credibility. The FT assessed those with more than 10 years of experience and $250m or more in assets under management (AUM); brokerages had no subjective input.The formula used is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility.