Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2014
Financial Advisor Magazine Recognizes Strategic Wealth Partners
Sixth Consecutive Year of Recognition for Registered Investment Advisory Firm – First Year in $1 Billion+ Asset Category
July 30, 2014
DEERFIELD, ILLINOIS — For the sixth straight year, Strategic Wealth Partners of Deerfield, Ill. has been recognized in Financial Advisor (FA) Magazine’s Registered Investment Advisor (RIA) Survey & Ranking. This is the first time Strategic Wealth Partners has appeared in the survey’s “$1 Billion And Over Asset Category.”
“We are very pleased to be recognized in the Financial Advisor Survey these past several years. It is a time-honored validation of a talented team of professionals, dedicated to delivering our clients thoughtful, independent, objective advice,” said David Copeland, Principal and Co-founder of Strategic Wealth Partners. “The FA story also points out that it is no time for RIA’s to ‘rest on their laurels.’ We couldn’t agree more, which is why we continually reaffirm our steadfast commitment to a client-centric approach, combined with our prudent wealth-preservation philosophy.”
Of 529 RIA firms from across the nation appearing in FA’s 2014 Ranking, Strategic Wealth Partners is listed at 148. FA’s rankings are based on total assets under management (AUM). The 2014 survey is based on firms’ assets at the end of 2013. Year-to-year, Strategic Wealth Partners total AUM grew from $989 million in the 2013 survey, to $1.26 billion.
Strategic Wealth Partners works with clients in seeking to preserve and grow wealth through insightful planning and objective advice. The firm prides itself on helping clients set realistic financial goals that can be reached with the appropriate level of risk. Strategies are tailored to fit the unique needs of each client’s short and longterm goals.
Strategic Wealth Partners provides clients solutions and independent-minded investment advice through a transparent open-architecture platform. It provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is independence and objectivity.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
Financial Advisor magazine published its ninth annual ranking of independent advisory firms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of December 31, 2013. Neither the RIA firms nor their employees pay a fee to Financial Advisor in exchange for inclusion in FA Magazine’s Registered Investment Advisor (RIA) Survey & Ranking. Inclusion on the list is not indicative of Strategic Wealth Partners’ future performance. Awards are generally based upon information provided by the recognized advisor. To learn more about FA Magazine’s Top RIA Survey, please Click Here.
This letter is limited to the dissemination of general information pertaining to Strategic Wealth Partners investment advisory services and general economic market conditions. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. To read Strategic Wealth Partners Disclosure Statement, please Click Here.