WealthSource, a boutique investment and wealth management firm, is pleased to announce its inclusion as one of the top growth firms of 2020 as ranked by Financial Advisor (FA) magazine. Coming in at #23 on FA’s “50 Fastest Growing RIA Firms” list, WealthSource reported a 63% growth in assets from 2018 to 2019, which was the sole criteria for ranking. All firms included in the survey must manage at least $400 million in assets. Additionally, WealthSource ranked #284 out of the 715 firms listed in FA’s “Annual RIA Ranking,” which ranks firms based solely on their total year end assets under management as reported to the Securities and Exchange Commission. To be included, firms need to be independent RIAs that perform financial planning as part of their business services.
We are proud of the growth we have achieved over the past year,” says Bryan Sullivan, co-founder and Chief Executive Officer of WealthSource. “Our team has been working extremely hard through the pandemic to keep our clients safe and their retirement plans intact. The firm’s growth is confirmation that our innovative service solutions are working, and we are honored to be included on this prestigious list.
WealthSource did not pay any fees or make other considerations to secure placement on this list. Neither performance nor client experience were considered by either survey. Both lists were release in August 2020.
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]