WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2023. The list ranks firms based on assets under management as of December 31, 2022, 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 managed 1.29 million in assets per client and 2.90% increase in the number of clients served from 2021 to 2022.

View the full list here.

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.