Buckingham Strategic Wealth Among Top RIA Firms for Third Year

Buckingham Strategic Wealth again finished in the top 20 on Financial Advisor’s 2019 RIA Ranking, climbing from a ranking of 20 in 2018 to a ranking of 16 in 2019 on the magazine’s annual list. The ranking includes nearly 700 firms and displays not only growth in assets, but also growth in assets per client and change in number of client relationships overall. Additionally, Buckingham claimed a ranking of 44 on the Top 50 Fastest-Growing Firms by Financial Advisor. This is the third consecutive year Buckingham has appeared in the rankings.

The firm’s recognition on Financial Advisor’s two key rankings comes on the heels of Buckingham’s June appearances in 2019’s edition of the Financial Times 300 Top Registered Investment Advisers and the St. Louis Post-Dispatch’s Top Workplaces.

While earning industry awards in no way motivates the firm’s efforts to become a leader in the independent wealth management space, this distinction among our peers acknowledges Buckingham’s successful evolution into a nationally recognized firm. It also serves as welcome acknowledgement that our client-focused and comprehensive, evidence-based approach to investing merits recognition for helping a diverse group of clients achieve their most important financial goals. Buckingham remains dedicated to developing the strength, focus, depth and commitment to unparalleled client service required to help an ever-widening range of investors secure their financial futures.

 

Disclosure: 

Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The RIA Ranking is an independent listing of RIA firms produced annually (July 2019) by Financial Advisor magazine. It is based on survey data gathered from RIA firms, which are ranked by year-end assets, defined as discretionary and nondiscretionary AUM reported on Form ADV. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to Financial Advisor magazine in exchange for inclusion in the RIA Ranking.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually (June 2019) by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the investment management industry. The FT 300 is based on data gathered from RIA firms, regulatory disclosures and Financial Times research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

The St. Louis Post Dispatch’s Top Workplace methodology can be found here.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, Buckingham Strategic Wealth®

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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