WealthSource, a boutique investment and wealth management firm, is pleased to announce its inclusion on the Inc 5000 list of the nation’s fastest growing private companies of 2020.   

To qualify for this honor, firms must be independent, privately owned, for profit, and based in the U.S. with revenues of $2 million or more in 2019 and $100,000 or more in 2016, with 2019 revenue exceeding 2016 revenue. Companies are ranked according to their percentage revenue growth over the last three years.


"We are honored to be recognized among the most successful U.S. companies across every sector," says Bryan Sullivan, co-founder and partner of WealthSource. "Our team has made a personal commitment to hold the course through all the disruptions and market volatility of the past year to keep our clients safe and their financial goals intact. Our growth is a testament to their hard work — and to the trust that our client families have put in us. I am looking forward to WealthSource’s continued growth and success."

About WealthSource

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 bsullivan@wealthsource.com.


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