Available Now!

2026 QAIB Full Study

Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2012

Waddell & Reed
Recognition for Excellence
Seal for Excellence in Call Center Service to Shareholders

2012

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income New Business

2012

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income Underwriting

2012

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders

2012

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders

2012

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders

2012

InvestEdge, Inc.
Recognition for Excellence
Seal of Excellence in Support and Service

2012

Putnam Investments
Total Client Experience
Total Client Experience

2012

Diversified Investment Advisors
Statement Communications Seal
Total Retirement Statement

2012

Merrill
Statement Communications Seal
Total Retirement Statement

CONTACT US

Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.