Financial Planning recently released its 20 largest fee-only RIAs, ranked by AUM list for 2023. We are excited to rank #11 out of #20! Click here to read more, see the entire list, and the methodology for the rankings: https://www.financial-planning.com/list/ria-leaders-2023-top-20-firms-by-aum?utm_campaign=editorial-content&utm_medium=organic&utm_source=linkedin
Financial Planning’s data partner for the RIA Leaders feature, COMPLY, produced the rankings by applying six criteria to firms’ required SEC Form ADV filings in July 2023. COMPLY is completely independent and objective and does not receive compensation in exchange for placement on its rankings.
