Investment Advisory Services offered through Jackson Square Capital LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Investment Advisory Services offered through Jackson Square Capital LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training.
FA’s RIA survey 2023 is a ranking based on assets under management at year-end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to it by firms that voluntarily complete and submit FA’s survey by the deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31 of the year to be included in the print edition of Financial Advisor magazine’s RIA survey. Firms with under $500 million will be included in the FA’s expanded online RIA survey. Neither the advisor nor their parent firm paid a fee to FA Magazine for the nomination or receipt of the award. The award was independently granted, and membership in an organization was not required. Working with a Firm ranked by FA is no guarantee of investment success or a higher level of performance or results. For more information, please see https://www.fa-mag.com/research/ria-survey.
The Forbes Best-in-State Wealth Advisors 2024 ranking, developed by Shook Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary. Advisors must have a minimum of seven years’ experience to qualify. This rating is based on data from June 30, 2022 to June 30, 2023. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination or receipt of the award. The award was independently granted, and membership in an organization was not required. Working with a Forbes Best in State Wealth Advisor is no guarantee of investment success or a higher level of performance or results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
