Congratulations To Four Clients Ranked “Fastest Growing RIAs” by RIA Edge and WealthManagement.com

WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and The Strategic Implementer is proud to announce that four of our clients have made The Fastest Growing Registered Investment Advisory (RIA) firms in their respective states.

One of these four firms—Flourish Wealth Management—also ranked as one of the fastest- growing women-owned RIA firms in the country.

Flourish Wealth Management in Edina, MN

One of the fastest-growing Registered Investment Advisory (RIA) firms in Minnesota

One of the fastest-growing women-owned RIA firms in the country

Avion Wealth Management in The Woodlands, TX

One of the fastest-growing Registered Investment Advisory (RIA) firms in Texas

Frisch Financial Group in Melville, NY

One of the fastest-growing Registered Investment Advisory (RIA) firms in New York

Wade Financial Advisory in Campbell, CA

One of the fastest-growing Registered Investment Advisory (RIA) firms in California

How the Rankings Are Determined Fastest Growing RIAs by State

“The RIA Edge Rankings of the industry’s fastest-growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.”[i]

Fastest Growing Women-Owned RIAs in the Country

“While women advisors represent less than one-quarter of the financial advice population, some of the fastest-growing firms in the wealth management industry are women-owned RIAs. These rankings recognize the specific women-owned RIAs firms that have experienced the largest increases in assets and clients since 2017. The firms included in these rankings are women-owned RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice and the composition of the advice industry.”[ii]

How We Helped

The Strategic Implementer teams up with financial advisors to help them master the art of self-running a firm—from practice management to hiring to marketing and everywhere in between. We use our experience, expertise, and objective eye to find lagging business areas that advisors are often unable to see for themselves. We then implement the necessary changes that no one else in the firm really has the time to make.

What often results from this process is an increase in profitability and the ability to scale with less effort. We have worked with RIA firms for over 16 years and have learned a thing or two about how this works. Seeing our advisors recognized for their growth is not only rewarding but is an affirmation of our greater mission.

Congratulations to these amazing RIAs who have truly put in the work to grow. We wish them continued success now and in the future.

  • https://wmriaedge.com/top-ria-firms-states/massachusetts/

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