WealthSource is pleased to announce that it was honored as one of the 50 fastest growing companies of 2020 by the Pacific Coast Business Times.
Ranked #14, WealthSource reported a 68% growth in revenues over the last three years, according to the 2020 report. It was one of only two wealth management firms to make the list, and the second fastest growing financial services company out of the 12 listed.
Every year, the weekly business journal compiles a list of top companies making $3 million in revenues or more and based in the tri-county area of Ventura, Santa Barbara, and San Luis Obispo. The report compiles revenue data for private and public companies in any industry and ranks their growth over the past three years.
WealthSource Chief Operating Officer Bryan Sullivan commented on the ranking as another affirmation of the firm’s long-standing commitment to clients.
“This year marks my 28th year as a financial advisor. Looking back, I think this award is a reflection of the team’s dedication to our clients’ goals and aspirations,” said Sullivan. “It is wonderful to receive this recognition.”
WealthSource is on a mission to guide clients to a place of financial clarity and confidence — so that they can focus on the things that really matter. WealthSource offers financial planning services, retirement planning, investment portfolio management, estate planning, tax planning, and private client services in offices across the United States. For more information about WealthSource, please contact Bryan Sullivan at (805) 546-1000 or [email protected]
Pacific Coast Business Times is the weekly business journal for Ventura, Santa Barbara and San Luis Obispo counties. A locally owned company with offices in downtown Santa Barbara, the publication is delivered to subscribers each Friday and is also available at local bookstores. For more information, visit pacbiztimes.com.