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RegentAtlantic has been named to the 2019 RIA Channel Top 100 Wealth Managers list. Featured in Forbes Magazine’s Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets, we are thrilled to be ranked #10.
Important Disclosure Information
Neither the RIA firms nor their employees pay a fee to Forbes Magazine in exchange for inclusion in the ranking. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The Forbes’ ranking may not be representative or indicative of any of RegentAtlantic’s clients’ past or future experience or future investment performance with the firm.
RIA Database (RIADatabase.com) has been ranking wealth managers for twelve years, and has provided criteria, data and research for lists featured in both Forbes Magazine and Fortune Magazine. RIA Database was also the core provider for rankings for InvestmentNews quarterly rankings for more than four years. Other publishers have featured RIA Database rankings including Financial Planning, Inside ETFs, Forbes.com and other financial industry publishers.
The 2019 Top RIA Wealth Manager Ranking was based on size and growth criteria. Firms were identified and ranked using proprietary quantitative and qualitative methodologies. Assets under management are as reported to the SEC as of November 15, 2019. Go to https://www.RIAChannel.com for more information.