Connectus Wealth Advisers Named in Barron’s Advisor Top 100 RIA Firms List
Connectus Wealth Advisers is proud to be named to Barron’s Advisor Top 100 RIA Firms list. We are honored to be recognized and give credit to the diligence, dedication, and talent of our remarkable team and global network of advisers.
This year, our ranking was elevated to #53 on the list of RIA firms. We are incredibly thankful for the Connectus team members who made this award possible by continually striving to earn and maintain the enduring trust of our valued clients.
Though this is Barron’s eighth annual RIA firm ranking list, its slate of requirements and robust methodology reflect the sophistication they’ve earned since the publication’s inception in 1921. Their discerning analysis considers a wide range of factors, including assets under management, asset types, business growth, client retention, adviser experience, compliance record, and size, shape, and diversity of RIA teams.
Connectus Wealth Advisers was founded in 2020 with one goal: to generate better client outcomes by building and leveraging a network of advisers who share resources and technology, enabling them to deliver custom-tailored financial planning, wealth management, and other client services. In the few years since its inception, Connectus Wealth Advisers has already grown to encompass 17 brands with a combined $12.5 billion in assets under management. We thank our team, adviser partners, and clients for their continued support and trust. We remain committed to delivering exceptional client experiences and working together to reach new heights in the years to come.
Connectus Wealth Advisers is thrilled to be a part of the Focus Financial Partner network, and we want to congratulate the other Partners who made Barron’s Advisor Top 100 RIA Firms List! Read the full article here.
Bartlett Wealth Management
Buckingham Strategic Wealth
Douglas C. Lane & Associates
GW & Wade
Joel Isaacson & Co.
Kovitz Investment Group
The Colony Group
Williams Jones Wealth Management
Connectus Wealth Advisers did not pay a fee in connection with obtaining or using this award.