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.
Important Disclosure
This written communication is limited to the dissemination of general information pertaining to Litman Gregory Wealth Management, LLC (“LGWM”), including information about LGWM’s investment advisory services, investment philosophy, and general economic market conditions. This communication contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.
LGWM is an SEC registered investment adviser with its principal place of business in the state of California. LGWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGWM maintains clients. LGWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For additional information about LGWM, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website (adviserinfo.sec.gov) and may otherwise be made available upon written request to compliance@lgam.com