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 Magazine to complete a survey that evaluates various data points, including year-end assets, growth in assets, and growth in clients, among other factors. The criteria ranked WorthPointe alongside other firms in the $500 million to less than $1 billion in assets category. WorthPointe saw an increase of 10.75% in assets and 9.46% in the number of clients served from 2019 to 2020.
“Despite this past year of challenges and uncertainty, we’re grateful to have experienced positive growth across all of the ranking criteria,” said Christopher Van Slyke, CFP®, WorthPointe partner, founder, and financial planner. “We’re especially thankful for our clients, who continue to put their trust in us to help them fulfill their financial goals.”
Registered investment advisors apply for consideration to be included in the rankings. Firms must file their Form ADV with the SEC and provide financial planning and related investment advisory services to individual clients. To be eligible for the ranking, firms must be independent RIAs, provide financial planning and related services to individual clients, and have at least $500 million in assets under management. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospect will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor.
Other articles filed under National Ranking
September 28, 2021 - 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...
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