Glassman Wealth is a full-service, fee-only fiduciary providing highly personalized investment advice, financial planning, and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman Wealth’s team of engaged, innovative advisors has the time to focus on each client’s unique needs and goals and dreams. This personalized and sophisticated approach enables Glassman Wealth to serve each client as their dedicated financial steward, helping them not simply to achieve their financial goals, but to realize their dreams.
The Financial Times released their list of Top Financial Advisers for 2015 and Glassman Wealth is honored to be in the top six Registered Investment Advisor (RIA) firms out of 25 selected in Virginia.
Known for the distinctive pink paper it is printed on, The Financial Times only last year included RIAs in its rankings. This is a significant step forward for Registered Investment Advisors who have a fiduciary duty to their clients and are held to the highest standard. Registered representatives are only required to make recommendations that are suitable for the investor.
Learn more: Why Should You Care if Your Advisor is a Fiduciary?
More than 2,000 elite RIA firms from 34 states and the District of Columbia were invited to apply for consideration, based on their assets under management (AUM). The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. Glassman Wealth is honored to be a part of this list as we launched the firm in 2009 and have over $800 million in assets under management.
Learn more: Barry Glassman and Travis Russell Named to Washingtonian’s Top Financial Advisor List
While we recognize that no Top Financial Advisor list alone can determine which financial advisor is the right fit for a client, they are a good place to start to find those who have been recognized in the industry.
To view our Awards Criteria click HERE.