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. For more information, view the methodology 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.
USA Today's Best Financial Advisory Firms 2023 full listing can be viewed here. For more information, view the 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.