JFS Wealth Advisors is thrilled to announce that it has again been named as a top 200 firm on Financial Advisor magazine’s Top Registered Investment Advisors (RIA) ranking for 2023.
A well-known publication for financial advisors, Financial Advisor magazine focuses on essential market information, investment strategies, and practice management ideas. To be eligible for the Top RIA ranking, firms must be independent registered investment advisors, file their own Form ADV with the U.S. Securities and Exchange Commission (SEC), and provide financial planning and related services to individual clients. To be included in the ranking, firms voluntarily complete and submit FA magazine’s survey. No fees are paid to be included in the FA magazine’s annual RIA ranking. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year-end.
To read more: 2023 RIA Survey and Ranking