Comprehensive Wealth Management. Simplified.

Named Among the 50 Fastest Growing RIAs and Top RIAs in the Country

FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2024 online RIA survey.

Disclosure: Working with a highly-rated RIA does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of PCA or by any client nor are they representative of any one client’s evaluation.  Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm.  Unless otherwise noted no fee was paid for consideration of any ranking or award.