Bill Prentice Recognized by Rochester Business Journal as a Financial Leader in Wealth Management - April 2025
We are thrilled to announce that Bill has been recognized with the prestigious Financial Leaders award! This honor celebrates Bill's outstanding contributions to our firm, our clients, and the Greater Rochester community. At PWM, a culture of duty and continuous improvement unites us. We are incredibly grateful for our clients' continued advocacy and we recognize you as the driving force behind our success.
Bill Prentice and Doug Greene Named 5-Star Financial Planners by Investment News - April, 2025
Congratulations to Bill Prentice and Doug Greene for being recognized by Investment News magazine as 5-Star Financial Planners! Your knowledge and dedication in the financial services industry have truly set you apart. This recognition is a testament to your hard work, innovative thinking, and commitment to helping clients achieve their financial goals.
Investment News, an online publication, conducted a nationwide survey between 11/18/24-12/13/24 to identify prequalified candidates and solicited nominations from them. Award candidates were then evaluated based on their professional credentials, areas of knowledge and career achievements. Investment News determined the winners based on these criteria as well as industry benchmarks. The Award does not evaluate the quality of services furnished to clients. Financial Planners and their firms do not pay a fee to be considered or placed on the final list of Five Star Financial Planners. The Five Star Financial Planner award is not indicative of a financial advisor’s future performance. The inclusion of an advisor on the list should not be construed as an endorsement of them by Investment News. Working with a Five Star Financial Planner is no guarantee as to future investment success, nor is there any guarantee that the selected financial planners will be awarded this accomplishment by Investment News in the future. The winners were announced 4/14/2025.
Prentice Wealth Management Recognized by USA Today in Best Financial Advisory Firms Listing Again in 2025
We are thrilled to share that PWM has been recognized by USA TODAY/Statista in their annual top 500 "Best Financial Advisory Firms" listing, since its inception in 2023 and for the third consecutive year in 2025! It is a tremendous honor to be ranked 87th out of 500 top financial RIA firms in the country based on client and peer recommendations, as well as our firm's growth of assets under management (AUM.) We are deeply grateful to our clients for thinking so highly of us and taking the time to advocate for our firm. Your warm welcome into your lives and the long-term relationships we build together, inspire us to deliver the best products and services, driven by your trust and support.
USA TODAY's Best Financial Advisory Firms 2025 full listing can be viewed here.
Disclosure: USA TODAY Best Financial Advisory Firms 2025 recognition received 4/11/25, developed with Statista, is a list of 500 State or SEC Registered Investment Advisors with at least 1 year of registration, maintaining a principal office in the United States, with a clean disciplinary record, offering financial planning services or portfolio management for individuals and/or businesses, and with AUM greater than $500,000. To be included, the RIA had to score overall among the top 500 RIAs reviewed based primarily on Assets Under Management growth both short term (1/2024 to 1/2025) and long term (5 year period from 2020-2025) and partially on client and peer recommendations. List inclusion is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Wealth managers and/or their firms are not affiliated with USA TODAY or Statista. Please visit https://www.statista.com/page/usa-today-best-financial-advisory-firms for more information.
Prentice Wealth Management Recognized in Etf.com's Top 50 RIA Firms List 2024
Our clients inspire us to be the best and it shows!! Prentice Wealth Management was recognized in etf.com’s inaugural Top 50 RIA Firms list! There are 15,000 Registered Investment Advisory Firms in the US and this highly respected list spotlights the top 50 firms that have demonstrated outstanding growth, client retention and leadership. Editors selected firms based on their ability to hit client goals, offer a breadth of specialties, maintain fiduciary interests and more. This honor is a reflection of our dedicated team and our amazing clients, in partnership to drive successful financial outcomes. Check out the full list here: https://www.etf.com/top-50-firms
Disclosure: These ratings were provided on November 18, 2024 by etf.com. It covers the time period of Jan 1, 2024 - June 20, 2024. There was no compensation exchanged in consideration for this rating. List inclusion is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual client’s experience. Wealth managers and their firms are not affiliated with etf.com. For more information, please visit https://www.etf.com/leaders
Prentice Wealth Management Recognized by USA Today in Best Financial Advisory Firms Listing 2024
We are thrilled to announce that USA Today and independent market research and data firm Statista have included Prentice Wealth Management in their top 500 "Best Financial Advisory Firms" listing for the second year in a row in 2024. There are over 32,000 RIA firms in the US. and of those, 14,800 are registered with the Securities and Exchange Commission. It is truly an honor to be recognized in this list, based on two dimensions: recommendations by clients and peers and the firm's growth of Assets Under Management (AUM). We will continue to enhance our products and services as we strive to offer our very best, and we truly value our clients for entrusting us and collaborating with us on their financial wellbeing.
USA Today's Best Financial Advisory Firms 2024 full listing can be viewed here.
Disclosure: USA TODAY Best Financial Advisory Firms 2024 recognition received 3/19/2024, developed with Statista, is a list of 500 State or SEC Registered Investment Advisors with at least 1 year of registration, maintaining a principal office in the United States, with a clean disciplinary record, offering financial planning services or portfolio management for individuals and/or businesses, and with AUM greater than $500,000. To be included, the RIA had to score overall among the top 500 RIAs reviewed based primarily on Assets Under Management growth both short term (1/2023 to 1/2024) and long term (5 year period from 2019-2024) and partially on client and peer recommendations. List inclusion is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Wealth managers and/or their firms are not affiliated with USA TODAY or Statista. Please visit https://www.statista.com/page/best-financial-advisory-firms for more info.
Prentice Wealth Management Recognized by USA Today in Best Financial Advisory Firms Listing 2023
USA Today's Best Financial Advisory Firms 2023 full listing can be viewed here. For more information, view the full methodology here.
Disclosure: USA TODAY Best Financial Advisory Firms 2023 recognition received 4/25/23, developed with Statista, is a list of 500 State or SEC Registered Investment Advisors with at least 1 year of registration, maintaining a principal office in the United States, with a clean disciplinary record, offering financial planning services or portfolio management for individuals and/or businesses, and with AUM greater than $500,000. To be included, the RIA had to score overall among the top 500 RIAs reviewed based primarily on Assets Under Management growth both short term (1/2022 to 1/2023) and long term (5 year period from 2018-2023) and partially on client and peer recommendations. List inclusion is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Wealth managers and/or their firms are not affiliated with USA TODAY or Statista. Please visit https://www.statista.com/page/usa-today-best-financial-advisory-firms-2023 for more info.
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