AWARDS & RECOGNITION
Celebrating Growth, Integrity, and the Impact of
Providing Clarity Through Collaboration.
At Gilbert & Cook, we are honored to be recognized for the work that we do and our commitment to helping individuals and families Live a Life of Abundance™. We believe the most meaningful recognition comes from the trust our clients place in us every day. Still, being honored by national publications and industry organizations affirms the enduring value of our work and the strength of the relationships we’ve built.
These awards reflect not only our business growth—but our commitment to helping individuals and families live the Life of Abundance they deserve. They speak to the professionalism, care, and purpose that define every client interaction; and they showcase our relentless quest to grow and improve as individuals, as a team, and as stewards of financial well-being.
With over 30 years of experience, our team is dedicated to providing clarity around complex financial decisions and instilling confidence in others through our proprietary wealth management processes. While our greatest reward is the trust of our clients, we are grateful for the recognition from industry peers and the individuals we serve.
Below are some recent accolades that reflect our unwavering commitment to growth, innovation, and putting our clients first. Each recognition listed here is not just a milestone; they affirm our values in action, and inspire us to keep listening generously, collaborate for clarity, and put people first.
Newsweek – America’s Top Financial Advisory Firms 2025
Gilbert & Cook was named to Newsweek’s America’s Top Financial Advisory Firms 2025 list, compiled by Newsweek in collaboration with Plant-A-Insights Group.
Read more about this recognition in our announcement, including methodology.
Disclosure: The ranking reflects an independent analysis of over 15,000 SEC-registered Registered Investment Advisory firms, based on metrics such as client satisfaction, assets under management (AUM) growth, and professional reputation. Gilbert & Cook did not pay to be included in this ranking. This recognition may not reflect any individual client’s experience and is not indicative of future investment performance.
Forbes – Best‑In‑State Wealth Advisors 2025
Linda Cook, Founder and Managing Partner of Gilbert & Cook, was named to Forbes’ 2025 Best-In-State Wealth Advisors list.
Read more about this recognition in our announcement!
Disclosure: The rankings were compiled by SHOOK Research LLC in partnership with Forbes, using methodology that includes both qualitative interviews and quantitative criteria such as; assets under management, revenue trends, compliance records, and industry experience. Neither Linda nor Gilbert & Cook paid a fee to be included in the ranking. Forbes and SHOOK Research LLC’s recognition is not based on investment performance and may not be representative of any one client’s experience or indicative of future performance.
Citywire RIA – 50 Growers Across America 2025 (Again!)
Gilbert & Cook was named one of Iowa’s fastest-growing RIAs in Citywire RIA’s 50 Growers Across America 2025 report. This marks the third time in the past four years (2022, 2023 & 2025) that Gilbert & Cook has earned this recognition, a testament to the lasting trust of our clients and the dedication of our growing team.
Read more about this recognition in our announcement!
Disclosure: This ranking evaluated factors including year-over-year AUM growth, percentage growth of AUM, and employee headcount expansion - resulting in the selection of only 146 firms across the United States. Gilbert & Cook did not pay to be considered. Past results are not a guarantee of future success, and this recognition may not reflect any individual client’s experience.
InvestmentNews – $100M Club: Top Female Advisors 2025
Gilbert & Cook Advisors, Linda Cook & Megan Rosenstiel have been named to the inaugural “$100M Club: Top Female Advisors 2025” by InvestmentNews.
Read more about this recognition in our announcement!
Disclosure: This recognition was based on nominations and required verification; eligible female advisors were those with a minimum of $100 million individual AUM as of December 31, 2024. Gilbert & Cook did not pay to be included. This recognition is not based on investment performance and may not be representative of any one client’s experience or predictive of future results.
Questioning your life’s abundance?
Contact Gilbert & Cook, Inc. for a Second Opinion Service and voice questions about investments, retirement goals and financial strategies. As an independent firm, Gilbert & Cook, Inc. has the freedom and the experience to explore a universe of financial solutions. With flexibility in investment options, customized implementation and proprietary financial modeling, Gilbert & Cook makes planning your financial future a unique and rewarding experience.
Let us help you become an expert in your own journey to abundance.