As we approach the award ceremony at Citywire RIA's Austin CIO Summit later this month, we'd like to highlight the firms named in this year's 50 Growers Across America report. Today, we're celebrating RIA growth in Indiana. Congratulations to Indiana's fastest growing RIA, Curry Webb Wealth Management, and runners-up CX INSTITUTIONAL, LLC and Phillips Financial Management, LLC! Read the full report here: https://lnkd.in/et3Vru2T #CitywireRIA Citywire USA Invesco US
Citywire RIA
Business Intelligence Platforms
New York, NY 10,942 followers
Breaking news, analysis & insights for RIAs in the U.S.
About us
We publish our own news, analysis and insights that helps professional investors such as RIAs, financial advisers, and wealth managers make the best decisions about where to place their clients’ money.
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https://citywireusa.com/registered-investment-advisor/
External link for Citywire RIA
- Industry
- Business Intelligence Platforms
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- 201-500 employees
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- New York, NY
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- 2016
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- Financial News, Registered Investment Advisors, Financial Advisor News, News, and Market News
Updates
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As we approach the award ceremony at Citywire RIA's Austin CIO Summit later this month, we'd like to highlight the firms named in this year's 50 Growers Across America report. Today, we're celebrating RIA growth in Illlinois. Congratulations to Illinois's fastest growing RIA, Cresset, and runners-up Savant Wealth Management and Hightower Advisors! Read the full report here: https://lnkd.in/et3Vru2T #CitywireRIA Citywire USA Invesco US
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As we approach the award ceremony at Citywire RIA's Austin CIO Summit next month, we'd like to highlight the firms named in this year's 50 Growers Across America report. Today, we're celebrating RIA growth in Idaho. Congratulations to Idaho's fastest growing RIA, Inspire Advisors, and runners-up Helmstar Wealth Management and Perspective Wealth Partners! Read the full report here: https://lnkd.in/et3Vru2T #CitywireRIA Citywire USA Invesco US
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VRGL, a prospecting platform for RIAs, has completed a capital raise led by Fintop Capital and MissionOG. Read more: https://lnkd.in/eHAZcVri
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DeVoe & Co has hired John Mittnacht, a former Focus chief marketing officer, as a special advisor. https://lnkd.in/eGSruXNr
DeVoe hires former Focus exec as special advisor
citywire.com
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As we approach the award ceremony at Citywire RIA's Austin CIO Summit next month, we'd like to highlight the firms named in this year's 50 Growers Across America report. Today, we're celebrating RIA growth in Hawaii. Congratulations to Hawaii's fastest growing RIA, Mission Financial Group LLC. Read the full report here: https://lnkd.in/et3Vru2T #CitywireRIA Citywire USA Invesco US
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Consortiums, sovereign wealth funds here to stay, PE firms say:
Consortiums, sovereign wealth funds here to stay, PE firms say
citywire.com
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Citywire RIA reposted this
Many thanks to Citywire RIA for highlighting Hidden Cove Wealth Management, LLC as one of the top three fastest growing RIAs in the state of Washington. HCWM emerges from a sixty-year-old family-owned business led by its tenured executive management team of Shane Dir, AIF, CPFA, Ron Elzig, AIF® and Ashley K. Goggins. Our vision is clear: Deliver on our commitment to total wealth management. To this end, we employ a defined process prioritized by education, transparency, and tailored solutions. This recognition is truly a collaborative team effort, fulfilled by the firm’s dedicated Wealth Advisors and Client Experience Professionals: Chad Bearden, MBA, AAMS™, Jordan Bingham, Jonathan Magee, AIF®, Andrew Turner CPFA™, Michele Brain, and Lexi Jones. It is an honor and privilege to serve and be trusted by our clients.
❗Citywire's 2024 edition of 50 Growers Across America is officially live❗ Citywire RIA's editorial team has dedicated much time and effort to telling the story of the last year in RIA growth. Click below for state-by-state vignettes of the firms leading the charge in industry evolution, both organically and inorganically. You can read the full report here: https://lnkd.in/et3Vru2T Let us know if your state's nominees surprise you! #CitywireRIA Citywire USA Invesco US
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Citywire RIA reposted this
We are thrilled to share that Pallas Capital Advisors has been recognized in Citywire RIA’s prestigious report- 50 Growers Across America 2024‼️ This recognition underscores Pallas Capital Advisors' commitment to excellence and our dedication to supporting our exceptional clients in achieving their financial goals. A huge shoutout to our valued clients and incredible team—your trust, support, and collaboration have driven this achievement. Cheers to continuing our journey of growth and success together! https://lnkd.in/gqdiyT5w The recognition by Citywire is based on historical Form ADV data from Discovery Data and uses a series of filters and screens to a) remove firms that don’t engage in financial planning and/or are controlled by banks or broker-dealers, and b) focus on firms that are growing in terms of both assets and employees. Pallas Capital Advisors and its advisors did not pay for this recognition. #PallasCapitalAdvisors #PallasTeam #Citywire #MA #America #Growth #RIA #WealthManagement #FinancialPlanning #InvestmentManagement #FamilyOffice CRN24_262
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Ex-Hightower firm launches new Minnesota RIA:
Ex-Hightower firm launches new Minnesota RIA
citywire.com