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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

2009

BlackRock, Inc.
Statement Communications Seal
Mutual Fund Statement

2009

Federated Investors
Statement Communications Seal
Mutual Fund Statement

2009

ICMA Retirement Corporation (ICMA-RC)
Web Communications Seal
Plan Participant Web Experience

2009

Merrill
Web Communications Seal
Plan Participant Web Experience

2009

Securian Financial
Web Communications Seal
Plan Participant Web Experience

2009

Transamerica Retirement Solutions
Web Communications Seal
Plan Participant Web Experience

2009

Charles Schwab
Statement Communications Seal
Retail Brokerage Statement

2009

PNC Advisors
Statement Communications Seal
Retirement & Investment Management Statement

2009

Prudential
Service Award
Retirement Plan Service Award

2009

The Hartford
Service Award
Retirement Plan Service Award

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Wondering Where Your Firm Stands?

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