Connectus Wealth Advisers Recognized as one of America’s Top RIAs
This year, Connectus Wealth Advisers was recognized as one of America’s top RIAs by Financial Advisor Magazine. We are honored to receive this award, which recognizes the work of our dedicated global network of advisers and their commitment to client-service excellence.
Connectus was named the 5th fastest-growing firm in the country and ranked 70th overall. We are incredibly grateful for the Connectus team members whose dedication and diligence made these achievements possible.
Financial Advisor Magazine rankings are based on a number of factors, including the amount of assets managed and the increase in those assets over the previous year. From 2021 to 2022, Connectus experienced strong growth, with assets under management climbing nearly 75%.
We’d like to extend our congratulations to all the firms included on the list, especially our fellow Focus Financial Partner firms. Focus firms selected as top RIAs include:
Bartlett Wealth Management, Buckingham Strategic Wealth, Douglas C. Lane & Associates, LLC, GW & Wade, LLC, Joel Isaacson & Co., LLC., Kovitz Investment Group, The Colony Group, TrinityPoint Wealth, Williams Jones, Badgley Phelps Wealth Managers, Beaumont Financial Partners, Benefit Financial Services Group (BFSG), Bordeaux Wealth Advisors, Cassaday & Company, Inc., Coastal Bridge Advisors, Crestwood Advisors, Fairway Wealth Management LLC, Fort Pitt Capital Group, Gratus Capital, Greystone Financial Services, GYL Financial Synergies, HoyleCohen Wealth Management, JFS Wealth Advisors, Lake Street Advisors, LVW Advisors, Merriman Wealth Management, LLC, Seasons of Advice Wealth Management, Spectrum Wealth Management, StrategicPoint Investment Advisors, Telemus, XML Financial Group, and Ullmann Wealth Partners.
Connectus Wealth Advisers was founded in 2020 on the belief that a connected network of advisers could generate better client outcomes by sharing resources and technology, while maintaining brand autonomy and tailored client service. Since that time, we’ve grown to encompass 17 brands across four countries managing more than $12.5 billion in client assets. As Connectus looks toward the future, we are committed to continue serving our adviser partners and working together to deliver exceptional client experiences.