Litman Gregory Asset Management was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 58th out of 707 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $14 million, and number of clients increased by over 2% year over year.
Our team is honored to be recognized among our peers and to share this achievement with our clients who have placed confidence and trust in us for over 30 years. We are proud to continue to build our firm so we can serve them and the generations ahead.
View the complete 2018 Annual RIA Survey and Ranking here.
DISCLOSURE
This report is solely for informational purposes and shall not constitute an offer to sell or the solicitation to buy securities. The opinions expressed herein represent the current views of the author(s) at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such.
THIS LIST IS INDEPENDENTLY COMPILED BY FINANCIAL ADVISOR AND IS COMPRISED OF 707 U.S. REGISTERED INVESTMENT ADVISERS. THE LIST IS DERIVED FROM 2017 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.
