#1 RIA Firm

Forbes 2016

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This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.

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Disclosures
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded. As the RIA market changes and grows, RIA Database, continues to adapt its criteria to the current environment.

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