Altium Ranked Top 200 in FA's 2021 RIA Survey & Ranking List
We help our clients take control of their financial lives and make sound decisions as it relates to their financial plans and investments. The personal approach we take toward every client we serve is integral to our firm as it continuously allows our clients to pursue their purpose. To that end, the entire team at Altium is thrilled to share that we have been recognized on Financial Advisor Magazine’s 2021 RIA Survey & Ranking List as a top national advisory firm.
For the full ranking list, click here.
This is the fifteenth annual ranking of RIAs shared by Financial Advisor Magazine. The list ranks RIA firms from largest to smallest, based on AUM reported by firms to the Securities and Exchange Commission (SEC). In order to be considered, all participating organizations had to complete a survey that was based on total assets under management (AUM) reported at the end of the 2020 calendar year.
The categories were broken into the following five groups: $1 Billion and Over, $500 Million to < $1 Billion, $250 Million to < $500 Million, $150 Million to < $250 Million, and $50 Million < $150 Million. Out of the 321 firms listed in the $1 Billion and over category, Altium was ranked 199 with 21.52% growth in assets from 2019 to 2020 and 19.72% growth is assets per clients.
For more information on the 2021 Financial Advisor Magazine 2021 Survey and Ranking List, please visit: fa-mag.com. FA Mag’s RIA survey is a list based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA Mag’s RIA ranking is organized from the largest firms to smallest firms, based on AUM reported by the company’s that voluntarily complete and submit FA's survey by our 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, 2020 to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey.