August 14, 2020

Buckingham Among Top RIA Firms for Fourth Year

Buckingham Strategic Wealth finished in the top 20 on Financial Advisor’s 2020 RIA Ranking, the fourth consecutive year the firm has made the magazine’s annual list. The ranking includes nearly 600 firms and displays not only percent growth in assets, but also percent growth in assets per client and percent change in number of client relationships overall.

Find it on FA-Mag.com


The firm’s recognition on Financial Advisor’s key ranking comes on the heels of Buckingham’s July appearance on the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

These industry awards serve as welcome acknowledgement that our client-focused and comprehensive, evidence-based approach to investing merits recognition for helping a diverse group of clients achieve their most important financial goals. Buckingham remains dedicated to developing the strength, focus, depth and commitment to unparalleled client service required to help an ever-widening range of investors secure their financial futures.

Disclosure:

Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The RIA Ranking is an independent listing of RIA firms produced annually (July 2020) by Financial Advisor magazine. It is based on survey data gathered from RIA firms, which are ranked by year-end assets, defined as discretionary and nondiscretionary AUM reported on Form ADV. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to Financial Advisor magazine in exchange for inclusion in the RIA Ranking.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually (July 2020) by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the investment management industry. The FT 300 is based on data gathered from RIA firms, regulatory disclosures and Financial Times research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party websites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth.

© 2020, Buckingham Strategic Wealth®


Category

Press