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

2001

USAllianz
Service Award
Annuity Service Award

2001

New York Life Insurance Company
Service Award
Annuity Service Award - BBSC

2001

M.L. Stern
Statement Communications Seal
Brokerage Statement

2001

Fidelity
Statement Communications Seal
Correspondent Brokerage Statement

2001

Principal Financial
Statement Communications Seal
Defined Contribution Statement

2001

Lincoln National
Statement Communications Seal
DirectorSM Retirement Statement

2001

Alger
Service Award
Financial Intermediary Service Award

2001

Ameritas
Service Award
Financial Intermediary Service Award

2001

Goldman Sachs
Service Award
Financial Intermediary Service Award

2001

INVESCO
Service Award
Financial Intermediary Service Award

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Wondering Where Your Firm Stands?

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