Delegate Advisors Recognized by Financial Advisor Magazine

Delegate Advisors has been included once again on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2018, which is based on assets under management (AUM). The list ranks more than 700 independent RIA firms across the country. This is the third year Delegate has been named on the list. 

This year’s Financial Advisor special report explores the growth of the RIA channel and how firms are navigating this growth while also remaining nimble amidst the changing industry environment.

“The RIA channel eclipsed $70 trillion in registered assets under management in 2017, according to a study sponsored by the Investment Adviser Association. In the 17 years the IAA has tracked RIA growth, AUM has grown by a cumulative 220% and at a compound annual growth rate of 8.1%,” writes Financial Advisor. “RIAs find themselves forced to keep up with a world changing on many fronts—an evolving client base, shifting regulations, new technological possibilities and demand for new services. Even as financial markets provide a tailwind for their firms, new technologies and new business models are surfacing to continuously challenge them.”

“We are honored to be named on this year’s Financial Advisor list” comments Delegate Advisors President Andy Hart. “Our dedication to building long-lasting wealth management relationships based on trust is at the core of what we do, and it’s rewarding to have our commitment to our clients recognized by the financial media.”

The complete 2018 Financial Advisor Magazine list is available here.

 

To be eligible for the Financial Advisor Magazine RIA ranking, firms must be independent Registered Investment Advisors, file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and respond to a Financial Advisor Magazine survey. Eligible firms are ranked by total assets under management.