Litman Gregory was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 102nd out of 607 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $8.5 million, and number of clients increased by almost 3% 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 2021 Annual RIA Survey and Ranking here.
Advisor Showcase: Guiding Clients Through Post-Recession Uncertainty
The North Bay Business Journal asked our local Litman Gregory advisors to respond to their Wealth Manager Survey by providing opinions on the financial markets, investment opportunities, risks and inflation, as well as lessons learned through the pandemic-induced recession. This post provides a collection of our team's responses.
Finances & Aging: Tips for Planning Ahead
In this interview with Senior Advisor Gretchen Hollstein, we uncover several tips for families as they navigate the issues of financial management that often come with aging. Gretchen explains why this is so important, and how she and the advisors at Litman Gregory work with clients to follow the steps involved in planning ahead.
Research Update: China’s Regulatory Actions in Private Education
Recent regulatory activity has taken place in China that left many investors surprised. In this post, our research team provides a summary of the regulatory actions, our current thinking on China’s longer-term goals, and the potential impact on the assessment of emerging-market stocks.