Saturday, December 9, 2023

Monument Wealth Named One in all America’s High RIAs by Monetary Advisor Journal

Monument Wealth Administration is proud to be named as one in all America’s High RIA Corporations by Monetary Advisor Journal for the fifth yr in a row!

The record was segmented by asset classes: 1) $1 billion and over; 2) $500 million to <$1billion; 3) $250 million to <$500 million; 4) $150 million to <$250 million; and 5) $50 million to <$150 million. Inside every of the asset class segments, corporations had been ranked by 2021 year-end discretionary and non-discretionary AUM. The great record consisted of 534 corporations.

Monument Wealth was ranked 434 general.

The rating was based mostly on 2021 year-end discretionary and non-discretionary AUM reported on ADV. To be eligible for the rating, corporations have to be impartial registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated companies to particular person shoppers. Corporations should have at the very least $50 million in belongings underneath administration as of December 31, 2021. Company RIA corporations and funding advisor representatives (IARs) weren’t eligible for this survey.


How The FA High RIA Corporations Rating Survey Works

Monument Wealth obtained an electronic mail invitation to take part in Monetary Advisor Journal’s annual nation-wide RIA rating survey. We accomplished the survey, which along with AUM, centered on companies supplied by the agency; service charge construction; anticipated modifications to the enterprise within the subsequent 5 years; staffing and recruiting; operations and technique. The survey evaluation included data offered by Monument, in addition to public knowledge out there by way of the agency’s ADV submitting.

No cost was required for collaborating within the survey. As of the time of disclosure, Monument didn’t elect to pay for digital use of arduous copy reprints arduous copy reprints.

No organizational memberships had been required of the Agency or people. Rating on this record is just not consultant of anyone consumer’s expertise and isn’t indicative of Monument’s future efficiency. Monument is just not conscious of any details that might name into query the validity of the rating or the appropriateness of promoting inclusion on this record.

A Not-So-Common RIA for the Not-So-Common Investor

We satisfaction ourselves on being a wealth advisory agency that delivers a distinctive expertise for the distinctive high-net-worth investor.

So, what does this imply?

Whereas different wealth advisors are usually starched inside an inch of their lives and grumbling about compliance, we’ve taken a unique strategy, and that’s what our shoppers like about us. They rent us as a result of they acknowledge the worth of our Crew’s distinctive, easy, unfiltered opinion and our tailor-made recommendation designed to reply THEIR questions, not everybody else’s.
Our business basically is void of distinctive, easy, unfiltered opinion. It’s all “BLAH BLAH BLAH.” Relaxation assured; you received’t ever get that from us.

The Monument expertise is one through which you get the eye and unfiltered opinion of the entire crew and know everybody by identify. That is one in all our best strengths. There may be merely no substitute for sitting down with individuals who know find out how to hear and will help you co-create a Personal Wealth Design that’s yours and yours alone.

Many different corporations and so-called “groups” inside of huge Wall Road corporations are nothing greater than a set of particular person advisors and their operational assist. As a substitute, we’re a crew of razor-sharp, revolutionary, collaborative, and inventive thinkers with seasoned monetary experience, a renegade spirit, and nil dedication points.  At Monument, you get a whole crew—a collective mastermind—which brings collectively the precise consultants wanted to offer you not simply unfiltered opinion, custom-made recommendation and assist, but in addition a wealth of perception with out the egos.


So, What Do Our Purchasers Say?

Monetary Advisor Journal named us as a high RIA agency in America, however what do our shoppers suppose? Try our Google Evaluations to see what they’ve stated—and for those who haven’t written us a evaluation but, we’d love so that you can share your expertise.


*Please see necessary rating disclosure data right here.

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