InvestmentNews has unveiled its 2024 list of the Fastest-Growing Fee-Only RIAs in the U.S., featuring 74 firms that collectively manage $212 billion in assets. These RIAs operate under a strict fiduciary standard, avoiding commissions or broker-dealer affiliations to prioritize client interests. Fiduciary Financial Group is among those recognized for their exceptional growth.
To qualify for this prestigious list, firms must demonstrate significant growth between July 2021 and July 2024 while meeting rigorous criteria. This includes having at least $100 million in AUM, providing financial planning services, maintaining a fee-only structure, and adhering to specific guidelines regarding pooled investment vehicles and pension plans. These standards ensure that the recognized firms are dedicated to providing unbiased financial advice and fostering client success.
Read the full article at InvestmentNews.com.
