We are proud to announce that Financial Advisor (FA) has recognized RegentAtlantic as one of the top Registered Investment Advisors (RIA) of 2018. RegentAtlantic is ranked 84 out of more than 700 firms.
Criteria for Selection
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 $50 million in assets under management as of December 31, 2017. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this survey.
Important Disclosure Information: Neither the RIA firms nor their employees pay a fee to Financial Advisor Magazine in exchange for inclusion in the ranking.