Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416.
Another statistic provided—22.76 percent growth in assets per client—is a point of pride for WorthPointe, since we feel it reflects our philosophy of providing clients with diversified, cost-efficient, and tax-aware investments. In addition, the firm recorded 38.21 percent growth in assets from 2018 to 2019.
“Rankings like this allow us to see where we stand relative to other RIAs in the country, but what’s really important to us is our clients—providing trusted advice for all their financial matters, leveraging our understanding of what money means to them and how it motivates them,” said Christopher Van Slyke, CFP®, WorthPointe partner, founder, and financial planner.
Registered investment advisors apply for consideration to be included in the rankings, and firms must file their Form ADV with the SEC and provide financial planning and related investment advisory services to individual clients. To be eligible for the ranking, firms must be RIAs, provide financial planning and related services to individual clients, and have at least $500 million in assets under management.
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