Monument Wealth Administration is proud to be named as certainly one of America’s Prime RIA Companies by Monetary Advisor Journal for the fifth yr in a row!
The checklist 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 have been ranked by 2021 year-end discretionary and non-discretionary AUM. The excellent checklist 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 unbiased registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated providers to particular person purchasers. Companies will need to have no less than $50 million in property below administration as of December 31, 2021. Company RIA corporations and funding advisor representatives (IARs) weren’t eligible for this survey.
How The FA Prime RIA Companies 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, targeted on providers provided by the agency; service price construction; anticipated adjustments to the enterprise within the subsequent 5 years; staffing and recruiting; operations and technique. The survey overview included info supplied by Monument, in addition to public information accessible via the agency’s ADV submitting.
No fee 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 have been required of the Agency or people. Rating on this checklist is just not consultant of anyone shopper’s expertise and isn’t indicative of Monument’s future efficiency. Monument is just not conscious of any info that might name into query the validity of the rating or the appropriateness of promoting inclusion on this checklist.
A Not-So-Common RIA for the Not-So-Common Investor
We pleasure 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 typically starched inside an inch of their lives and grumbling about compliance, we’ve taken a distinct method, and that’s what our purchasers like about us. They rent us as a result of they acknowledge the worth of our Workforce’s distinctive, simple, unfiltered opinion and our tailor-made recommendation designed to reply THEIR questions, not everybody else’s.
Our business usually is void of distinctive, simple, unfiltered opinion. It’s all “BLAH BLAH BLAH.” Relaxation assured; you received’t ever get that from us.
The Monument expertise is one during which you get the eye and unfiltered opinion of the entire workforce and know everybody by identify. That is certainly one of our biggest strengths. There’s merely no substitute for sitting down with individuals who know find out how to hear and may help you co-create a Non-public Wealth Design that’s yours and yours alone.
Many different corporations and so-called “groups” inside of massive Wall Avenue corporations are nothing greater than a group of particular person advisors and their operational assist. As a substitute, we’re a workforce of razor-sharp, revolutionary, collaborative, and inventive thinkers with seasoned monetary experience, a renegade spirit, and nil dedication points. At Monument, you get an entire workforce—a collective mastermind—which brings collectively the precise specialists wanted to offer you not simply unfiltered opinion, personalized recommendation and assist, but additionally a wealth of perception with out the egos.
So, What Do Our Shoppers Say?
Monetary Advisor Journal named us as a prime RIA agency in America, however what do our purchasers suppose? Take a look at our Google Opinions to see what they’ve stated—and in case you haven’t written us a overview but, we’d love so that you can share your expertise.
*Please see essential rating disclosure info right here.