Monument Wealth Administration is proud to be named as one in all America’s Prime RIA Companies by Monetary Advisor Journal for the fifth 12 months 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, companies had been ranked by 2021 year-end discretionary and non-discretionary AUM. The great checklist consisted of 534 companies.
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, companies 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 purchasers. Companies will need to have at the very least $50 million in belongings beneath administration as of December 31, 2021. Company RIA companies and funding advisor representatives (IARs) weren’t eligible for this survey.
How The FA Prime RIA Companies Rating Survey Works
Monument Wealth obtained an e-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 companies supplied by the agency; service charge construction; anticipated adjustments to the enterprise within the subsequent 5 years; staffing and recruiting; operations and technique. The survey evaluation included data supplied by Monument, in addition to public information accessible via 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 checklist shouldn’t be consultant of anybody shopper’s expertise and isn’t indicative of Monument’s future efficiency. Monument shouldn’t be conscious of any information 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 delight 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 unique strategy, and that’s what our purchasers like about us. They rent us as a result of they acknowledge the worth of our Staff’s distinctive, simple, unfiltered opinion and our tailor-made recommendation designed to reply THEIR questions, not everybody else’s.
Our business normally 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 wherein you get the eye and unfiltered opinion of the entire staff and know everybody by identify. That is one in all our best strengths. There’s merely no substitute for sitting down with individuals who know how one can hear and might help you co-create a Non-public Wealth Design that’s yours and yours alone.
Many different companies and so-called “groups” inside of massive Wall Avenue companies are nothing greater than a group of particular person advisors and their operational assist. As an alternative, we’re a staff of razor-sharp, revolutionary, collaborative, and artistic thinkers with seasoned monetary experience, a renegade spirit, and 0 dedication points. At Monument, you get an entire staff—a collective mastermind—which brings collectively the precise specialists wanted to present you not simply unfiltered opinion, custom-made 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 assume? Take a look at our Google Evaluations to see what they’ve mentioned—and if you happen to 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.