Litman Gregory Listed in Financial Advisor’s 2021 RIA Ranking

August 4, 2021

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.

 

THIS LIST IS INDEPENDENTLY COMPILED BY FINANCIAL ADVISOR AND IS COMPRISED OF 607 U.S. REGISTERED INVESTMENT ADVISERS. THE LIST IS DERIVED FROM 2020 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.