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National Ranking

Sep
28

WorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings

posted on September 28th 2021 in National Ranking & WorthPointe News with 0 Comments

WorthPointe Logo with RIA Survey & Ranking Trophy from Financial Advisor Magazine

WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]

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