We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, and 100-plus data points provided by the advisors themselves. You can access the full list, along with a complete explanation of how the list is formulated, by accessing Barron’s website.
As the article discusses, these lists are a starting point for investors looking for the right advisor to work with. Because every advisor and every investor is different, finding the right fit is critical. In our opinion, this comes only with conversations and meetings.
We want to thank our clients for their loyalty and helping us grow over the years. Without you, we could never boast these honors. Review the Barron’s list here.
Other articles filed under WorthPointe News
November 12, 2020 - The Practice Profile in the September 2000 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture,...
November 5, 2020 - Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing...
October 30, 2020 - By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get...
October 14, 2020 - Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or...
August 7, 2020 - By Allison Blake A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can...
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