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Sep 11, 2023
Congratulations to Summitry for being ranked one of America’s Top RIAs by Financial Advisor Magazine for 2023! See the complete list of ranked RIAs is currently live here.
Financial Advisor Magazine compiled their annual list of America’s Top RIAs rankings based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. Only firms with AUM exceeding $500 million as of December 31, 2022, are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. This ranking was given on July 24, 2023.
Financial Advisor Magazine is an accredited publication and focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.
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Chief Growth Officer