posted on September 18th 2019 in WorthPointe News with 0 Comments /

We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us with their financial plans and give us the privilege of helping them pave a path to a stable financial future. 


On an annual basis, Financial Advisor Magazine invites independently-owned registered investment advisor firms to complete a survey for this ranking. The survey measures growth of assets under management for firms across the United States, based on data provided by each firm. Firms are not charged a fee to participate in this survey and criteria for inclusion is determined by Financial Advisor magazine with no influence from the participating firms.

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