AUSTIN, TX - March 25, 2024
Venturi Private Wealth is proud to announce its inclusion in WealthManagement.com’s RIA Edge 100 list, a distinctive honor that recognizes the top-tier registered investment advisory (RIA) firms nationwide.
Inclusion on this list is based on Venturi’s achievements and growth in the wealth management industry, rigorous standards of client service, and outstanding dedication to maintaining a qualified team characterized by the ratio of employees-to-total clients and the percentage of advisors holding Certified Financial Planner (CFP) certifications.
“Venturi ranked 24th nationally in 5-year growth among an outstanding group of peers,” said Venturi CEO Russ Norwood. “This achievement doesn’t happen unless you are delivering exceptional value, building sustained prosperity for your clients, and maintaining long-term relationships built on trust.”
This list is not based on subjective factors, business relationships, influencer status, or social media popularity.
Firms cannot apply for the list, nor is there a cost to be included.
To see the full list or for more details on methodology, click here.