Awards and recognitions by unaffiliated rating services, companies, 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 the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey or use or publish any award. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award.  Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to the Firm or the Firm’s individual employees.

Methodology: To be eligible for the Citywire RIA “50 Growers Across America” list, firms must be independent RIAs that file their own Form ADV with the SEC and provide financial planning and related services to clients. Citywire RIA, using data from FINTRX, looked at eligible firms’ growth in 2024 across three categories: percentage growth in assets under management (AUM), monetary growth in AUM and percentage growth in employees. Citywire RIA uses these figures to create a proprietary “growth factor” score with companies scoring highest by state being named to the list. No fees or other considerations are required from RIAs to be included in the Citywire RIA ranking.