Telemus Named To Financial Advisor's 2023 RIA Ranking
Telemus is pleased to announce that it has been ranked No. 158 on Financial Advisor Magazine’s 2023 RIA Survey & Ranking, an annual list that ranks the top independent advisory firms across the United States by asset size.
Out of 521 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 consideration to apply or to be included in the FA RIA Ranking.
To view the full 2023 RIA Survey and Ranking, click here.
Financial Advisor Magazine’s RIA Ranking (2023)*
*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, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 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.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
