Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2015
Financial Advisor Magazine Recognizes Strategic Wealth Partners
Seventh Consecutive Year of Recognition for Registered Investment Advisory Firm
July 23, 2015
DEERFIELD, ILLINOIS — For the seventh straight year, Strategic Wealth Partners of Deerfield, Ill. has been recognized in Financial Advisor (FA) Magazine’s Registered Investment Advisor (RIA) Survey & Ranking.
“We are pleased to be continually recognized in the Financial Advisor ranking,” said Neal H. Price, Principal and Co-founder of Strategic Wealth Partners. “The FA story discusses various secrets to success of RIA firms. We believe our success is driven by our talented team of professionals and our dedication to delivering clients advice that is thoughtful, independent, and objective. Our recent partnership with Focus Financial Partners will continue to help foster our growth and the expertise of our team.”
Of the 562 RIA firms from across the nation appearing in FA’s 2015 Ranking, Strategic Wealth Partners is listed at 148. FA’s rankings are based on total assets under management (AUM). The 2015 survey is based on firms’ assets at the end of 2014.
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 least possible amount of risk. Strategies are tailored to fit the unique needs of each client’s short and long-term 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 tenth 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, 2014. 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.