AUSTIN, TX - April 25, 2023
Venturi Private Wealth has been named among the top wealth management firms in the country in USA Today’s inaugural Top Advisory Firms list.
There were more than 32,000 RIA firms in the U.S. at the end of 2021, including 14,800 that were registered with the Securities and Exchange Commission. The list by Statista for USA TODAY culled this universe down to the top 500 firms based on the growth of their assets under management and recommendations from clients and peers.
As an independent advisory firm, we have always understood that our clients’ success is our success. We remain committed to our goal of delivering exceptional wealth management solutions, informed by expertise and a deep understanding of our clients’ goals and life circumstances.
It is an honor to be recognized amongst the best wealth management firms in the country, and we are equally proud of our exceptional team of professionals who made this possible.
Further details about Statista’s methodology and contact information may be found on Statista’s website.
Ranking based on revenue trends, assets under management, compliance records, industry experience, and client service best practices. Venturi paid no fee to participate in these rankings.