We are proud to announce that we have been included in Financial Advisor’s 2016 RIA Survey and Rankings.
Financial Advisor Magazine is a prominent financial services industry publication. For the past 11 years, the list has recognized and ranked the top RIA (Registered Independent Advisor) firms in the United States.
To be eligible, firms must be independent RIA’s, provide financial planning and other related service to individual clients, be SEC or State registered, and have at least $50 million in Assets Under Management (AUM) as of December 31, 2015. In addition to a firm’s AUM, the list weighs factors such as year-end assets, percentage of growth within the past year and the percentage of change in clients.
SFSG currently manages over $91 million in assets and is ranked #554 out of the 610 firms listed. In the past years, we have seen steady growth despite difficult market conditions and, with new technologies that we are implementing, we expect to see both a continuation of growth and services over the next year.
We would like to thank our clients for their continued trust and support that has enabled us to reach this level of recognition.