InvestmentNews recently featured our very own Abound Wealth Management as one of Fastest Growing RIAs of 2023! According to InvestmentNews, “the Fastest-Growing Fee-Only RIAs of 2023 are celebrated for attracting new assets since July 2020. While all 75 winners are trusted and reliable partners for their clients, each firm has its own unique strategy and operating methods.” We were honored to be featured!
You can read the full article here: Fastest-Growing Fee-Only RIAs
Disclaimer: Abound Wealth Management was selected by InvestmentNews as one of the “Fastest-Growing Fee-Only RIAs of 2023” on November 30, 2023 for the year 2023. InvestmentNews (a financial media website) highlights financial advisors and wealth-management professionals. They are dedicated to providing timely and accurate information that helps their audience make informed decisions, stay ahead of industry trends and grow their businesses. InvestmentNews selected the Fastest-Growing Fee-Only RIAs based on data reported to the Securities Exchange Commission on form ADV. To be considered for the list of fastest-growing AUM, firms must have met the criteria in each year (ending July) between 2020 and 2023. In cases where a firm filed more than one annual update to their ADV, the latest filing for the year was used. To learn more about InvestmentNews, contact Sophia Egho at [email protected]
Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Abound Wealth Management, LLC (“Abound Wealth”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Abound Wealth by any of its clients. Abound Wealth does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
