Litman Gregory Listed in Top 30 on Financial Advisor’s 2016 RIA Ranking

Litman Gregory Asset Management was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 29th out of 610 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $17 million, and number of clients increased by over 4% year over year. Firms with over $1 billion in assets under management are considered in this category.

THIS LIST IS INDEPENDENTLY COMPILED BY FINANCIAL ADVISOR AND IS COMPRISED OF 610 U.S. REGISTERED INVESTMENT ADVISERS. THE LIST IS DERIVED FROM 2015 YEAR-END DATA FILED WITH THE U.S. SECURITIES EXCHANGE COMMISSION AND TAKES INTO CONSIDERATION TOTAL ASSETS UNDER MANAGEMENT (AUM), CHANGE IN TOTAL AUM, AUM PER ACCOUNT, CHANGE IN AUM PER ACCOUNT, AND CHANGE IN TOTAL ACCOUNTS. THESE RANKINGS ARE NOT INDICATIVE OF FUTURE PERFORMANCE AND LITMAN GREGORY DID NOT PAY A FEE FOR INCLUSION IN THIS SURVEY.