We are pleased to announce that Telemus Capital has been ranked No. 158 on Financial Advisor Magazine’s 2022 RIA Survey & Ranking, an annual list that ranks the top independent advisory firms across the United States by asset size.
Out of 534 firms that made the RIA Survey & Ranking, Telemus placed in the top 30% of the list.
For firms to be eligible for the list, they must be independent RIAs, provide financial planning and related services to individual clients and file their own ADV statements with the SEC. The ranking is based on firms’ assets under management and various other factors. Additionally, there is no fee or other considerations to apply or to be included in the FA RIA Ranking.
To view the full 2022 RIA Survey and Ranking, click here.
For more information on Financial Advisor Magazine’s 2022 RIA Survey & Ranking’s methodology, please see our disclosures page.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
Financial Advisor Magazine’s RIA Ranking (2022)*
*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Telemus did not pay a fee for inclusion on this list.