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.

Continue Reading

Other articles filed under WorthPointe News

WorthPointe on the Barron’s 2021 Top Advisor Rankings by State

May 4, 2021 - We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team...
Continue Reading

The Morgan Report Q1 2021 Review – An Advocate for Your Values

April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
Continue Reading

WorthPointe Named One of the 12 Best Financial Advisors in San Diego

January 28, 2021 - We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring...
Continue Reading

The Morgan Report Q4 2020 Review – Lessons Learned

January 25, 2021 - 2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family,...
Continue Reading

NAPFA Advisor Magazine Showcases WorthPointe’s Story

November 12, 2020 - The Practice Profile in the September 2020 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,...
Continue Reading

Return to Blog Home