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

2000

Merrill
Statement Communications Seal
Priority Client Statement

2000

AXA
Statement Communications Seal
Statement Communications Seal

2000

Merrill
Statement Communications Seal
The Merrill Lynch Millenium 401(k) Statement

2000

MassMutual
Statement Communications Seal
Total Retirement Statement

2000

AXA
Statement Communications Seal
Variable Annuity Quarterly Statement

2000

Prudential
Statement Communications Seal
Whole Life Value Statement

1999

American Century
Statement Communications Seal
401(K) Saving Plan Statement w/J.P. Morgan

1999

JPMorgan Asset Management
Statement Communications Seal
401(K) Savings Plan Statement

1999

Ameritas
Service Award
Annuity Service Award

1999

CUNA Mutual Life
Service Award
Annuity Service Award

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Wondering Where Your Firm Stands?

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