Award Disclosures
Rankings are provided for informational purposes only and should not be used as the sole basis for engaging an Advisor for advisory services. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
Third-party rankings, awards listings and/or recognition by unaffiliated third-party 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 Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Advisor by any of its clients. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly rated investment advisor also does not ensure that a client or prospective client will experience a higher level of performance. Generally, but not always, ratings, rankings and recognition are based on information provided by Advisor to be considered for the award and does not pay an application fee to participate.
USA Today – Best Financial Advisory Firms: USA Today and Statista chose winners based on peer and client recommendations as well as asset management over a five-year period. Recommendations were collected via an independent survey. While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm. AUM growth was analyzed over 12-month and 5-year periods based on publicly available data, as of January 2023. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes Best-In-State Wealth Advisors
Developed by Shook Research, rankings are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or Shook receive a fee in exchange for rankings.
ABJ Fast 50:
Austin Business Journal’s FAST 50 award which recognizes the fastest-growing private companies in central Texas. In order to qualify for 2022 Fast 50 recognition, companies must first be headquartered in Central Texas. They must also have net revenue of at least $500,000 starting in 2019 and show positive growth over three consecutive years: 2019, 2020 and 2021. Each year, the ABJ calculates financial data submitted from participating companies and (after review from a third party) ranks the top 50 according to compounded revenue growth. To qualify companies must have experienced dramatic revenue growth within the last three years. Fast 50 does not receive a fee in exchange for rankings.
The awards and recognitions (“Awards) listed above are not indicative of investment performance and do not guarantee future results. The unaffiliated third-party Awards are created in the ordinary course of its business and such Awards should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. Generally, award sponsors only consider and recognize participants that elect to participate. Awards are granted often based on information provided by the participants’ advisers and should not be assumed that such information is verified by the sponsor of the Award. Venturi does not pay directly or indirectly a fee to be ranked or participate in any of the Awards listed above.