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Awards & Recognitions
Recognition that reflects our commitment to thoughtful growth, advisor partnership, and long-term continuity.
Some recognitions speak to the experience our clients receive; others reflect how we support advisors through growth, succession, and partnership. Below are awards most relevant to advisors considering a strategic transition.
Think Advisor Luminaries Finalist – David Hefty, M&A Leader of the Year
David Hefty, Credent’s M&A Leader, was named a finalist for the 2025 ThinkAdvisor Luminaries M&A Leader of the Year award.
The ThinkAdvisor Luminaries program recognizes exemplary leadership, groundbreaking innovation, and outstanding community impact demonstrated by both firms and individuals across the financial services industry. As a finalist for M&A Leader of the Year, David is recognized for his strategic vision, innovative approach to growth, and meaningful contributions that strengthen our organization and the broader advisory community. This distinction highlights leaders who not only execute transformative initiatives but also elevate the industry through collaboration, forward-thinking strategy, and measurable impact.
Financial Advisor Magazine’s Top 50 Fastest Growing Firms
Credent Wealth Management’s inclusion in Financial Advisor Magazine’s Top 50 Fastest Growing Firms list underscores our disciplined growth strategy, operational strength, and commitment to delivering high-quality advisory services to clients nationwide.
This recognition is awarded to independent RIAs that file their own Form ADV, provide financial planning or advisory services to individual clients, and meet a minimum assets under management threshold. Rankings are determined by year-over-year AUM growth, comparing current year-end assets to the prior year. AUM figures are self-reported through Financial Advisor Magazine’s survey process and verified against SEC ADV filings.
Explore additional awards recognizing our client experience and firm leadership.
Explore Additional AwardsDisclaimer on awards and recognitions:
Credent Wealth Management’s awards and recognitions are based on specific criteria including assets under management, growth, and service quality as determined by independent third-party organizations. No monetary payment was made to earn these awards; however, each awarding organization requires an annual license fee for the use of their logo to promote the award for a 12-month period. These acknowledgments do not constitute an endorsement or guarantee of future performance. Past performance is not indicative of future results. For more information about our firm and services, please refer to our Form ADV, which is available upon request or via the SEC’s website. See full disclosure on awards here.