Awards | One Day In July

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One Day In July Named to the
USA Today "Best Financial Advisory Firms 2023" List

April 2023

USA Today, describing the Registered Investment Advisors (RIAs) on the list, said: “These are companies that have a fiduciary duty to act in their clients’ best interest at all times. They charge fees rather than sales commissions and employ investment advisor representatives (IARs) who are licensed to give financial advice.”

There were more than 32,000 RIA firms in the U.S. at the end of 2021. USA Today and Statista Inc. included 500 firms on this list. One Day In July is the sole Vermont-based financial advisory firm to be included.

USA Today went on to say: “Other types of financial firms, such as broker-dealers, earn commissions from selling you products – such as stocks, bonds, or mutual funds – and only have to provide advice that’s suitable for their clients. That means the investments they recommend should not be inappropriate, but they don’t necessarily have to meet the client’s objectives. A broker-dealer can, for example, recommend investment products that could potentially be more expensive than competing products, allowing the person to earn a fee.”

This award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The award list was announced on April 26, 2023 and can currently be viewed on the USA Today website.

This award was published on April 26, 2023 on One Day In July LLC was notified of its status as an award winner being included on USA Today’s Best Financial Advisory Firms 2023 list on March 15, 2023. Firms being awarded with placement on the list are determined by recommendations from clients and peers and a firm’s growth of Assets under Management (AUM). ODIJ did not pay an application fee to be considered for inclusion on this list. ODIJ is not affiliated with USA Today or Statista Inc. ODIJ licensed the use of this logo through a payment to Statista Inc.

Vermont Business Magazine:
Best Financial Planning / Investment Firm

April 2023

We are delighted to be named the 2023 Best Financial Planning / Investment Firm by Vermont Business Magazine. One Day In July Financial Advisors work tirelessly to provide the highest level of service possible to a wide variety of clients throughout Vermont and across the country. By using index funds, charging low fees, and acting as fiduciaries on all accounts, for all clients, we aim to continue improving the state of investment management as we expand across the United States.

From Vermont Business Magazine: "VermontBiz has spent the last 50-plus years forging its relationship with Vermont's business community and the BOB Awards provides an opportunity to tell us, other readers and the rest of the state which companies in Vermont have the best products and services for businesses. This is the eighth year that VermontBiz has surveyed its readers to find the Best of the Best companies in Vermont."

Vermont Business Magazine Award Winners List

This award is being published in the May 2023 issue of Vermont Business Magazine. One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm in Vermont award on April 10, 2023. Winners of VermontBiz's BOB Awards are determined by a survey of Vermont Business Magazine readers. ODIJ did not pay an application fee to be considered for inclusion in this list. ODIJ is not affiliated with VermontBiz or Vermont Business Magazine.

Ranked Among Top 30 Fastest Growing RIAs - SmartAsset Study

September 2023

A SmartAsset study released in September 2023 listed One Day In July among the 30 fastest growing registered investment advisory firms (RIAs) in the US.

The number of registered investment advisory firms (RIAs) has been rapidly increasing as more and more people have realized the value of working with a financial advisor who is a fiduciary on all accounts, for all clients.

SmartAsset looked at more than 1,700 RIAs for this study and ranked them based on changes in client account totals and assets under management (AUM) between 2020 and 2023.

Out of over 1,700 firms, One Day In July ranked 29th.

One Day In July started in 2016 with a single office in Burlington, Vermont. Today we have offices in New York, New Hampshire, and Pennsylvania, and we service clients across the United States. As we grow, we remain committed to providing personalized service and fiduciary financial advice while helping our clients avoid the high investment fees that we often find in competitors’ portfolios. We are fee-only fiduciary financial advisors.

Firms were ranked based on changes in client account totals and assets under management (AUM) between 2020 and 2023. Firms were only considered if they had at least $500 million in AUM, had no regulatory disclosures related to disciplinary action, and offered financial planning services. SmartAsset released the list on 9/6/2023.

Named to Citywire RIA's
List of the Fastest Growing Advisors in 2022

July 2022

Referring to One Day In July, Citywire writes:
"This RIA owes its intriguing branding to the 2015 epiphany that inspired founder Dan Cunningham to open the firm. Its website explains that after learning about the volume of market gains investors miss out on due to a combination of poor decisions and high fees, ‘Dan had had enough. It was July 22, 2015, and on that one day in July, he decided this was going to change.’"

"In a December press release celebrating the firm’s crossing of $500m in AUM, Cunningham put it bluntly: ‘if you are paying 1% or more in fees, and many people are, we believe you are paying too much.’"

This designation was published in the "50 Growers Across America 2022" Report published by Citywire. Citywire relies on public information to compile its list of fast growing advisory firms. ODIJ did not pay an application fee to be considered for inclusion in this list. ODIJ is not affiliated with Citywire.

Finalist in the Multi-Family Office (New Entrant) Category

January 2021

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and, individuals serving the family office, family wealth management, and trusted advisor communities in North America during the previous calendar year.

We are delighted to have been selected by the judges as a finalist in the Multi-Family Office (New Entrant) category for these prestigious awards. It is a great honor to be recognized in the shortlist of finalists and this is a testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and service.

The 2021 Family Wealth Report awards recognize achievements from the prior calendar year. One Day In July was notified of its status as finalist in the Multi-Family Office New Entrant category on December 9, 2020. The Family Wealth Report Awards are judged by an independent panel of over 30 judges drawn from family offices, private banks, trusted advisers, consultants, and other service providers. The judging panel relies on independence, integrity, and genuine insight, and seeks to avoid conflicts of interest. The Family Wealth Report Awards finalist ranking is based on information provided by ODIJ to the judging panel. ODIJ did not pay an application fee to participate; however, ODIJ did pay a fee to Family Wealth Report for permission to use the Awards logo above. ODIJ is not affiliated with Family Wealth Report or any members of the judging panel.

These rankings/designations should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ODIJ is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of ODIJ by any of its clients. These rankings/designations do not guarantee future investment success or higher level of performance.

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Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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