Thursday, March 23, 2023

Monument Wealth Named Considered one of America’s Prime RIAs by Monetary Advisor Journal

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

The listing 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 listing 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 should 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. Corporations should have at the 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 Prime 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, targeted on providers 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 evaluate included info supplied by Monument, in addition to public knowledge obtainable by 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 onerous copy reprints onerous copy reprints.

No organizational memberships had been required of the Agency or people. Rating on this listing shouldn’t be consultant of anybody consumer’s expertise and isn’t indicative of Monument’s future efficiency. Monument shouldn’t be conscious of any information that will name into query the validity of the rating or the appropriateness of promoting inclusion on this listing.

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 typically starched inside an inch of their lives and grumbling about compliance, we’ve taken a special strategy, and that’s what our purchasers like about us. They rent us as a result of they acknowledge the worth of our Group’s distinctive, simple, unfiltered opinion and our tailor-made recommendation designed to reply THEIR questions, not everybody else’s.
Our trade normally is void of distinctive, simple, unfiltered opinion. It’s all “BLAH BLAH BLAH.” Relaxation assured; you gained’t ever get that from us.

The Monument expertise is one by which you get the eye and unfiltered opinion of the entire workforce and know everybody by title. That is considered one of our best strengths. There may be merely no substitute for sitting down with individuals who know the right way to pay attention and can assist you co-create a Non-public 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 group of particular person advisors and their operational help. As a substitute, we’re a workforce of razor-sharp, modern, collaborative, and inventive thinkers with seasoned monetary experience, a renegade spirit, and 0 dedication points.  At Monument, you get a whole workforce—a collective mastermind—which brings collectively the precise specialists wanted to provide you not simply unfiltered opinion, custom-made recommendation and help, but additionally a wealth of perception with out the egos.


So, What Do Our Shoppers Say?

Monetary Advisor Journal named us as a high RIA agency in America, however what do our purchasers assume? Take a look at our Google Critiques to see what they’ve mentioned—and when you haven’t written us a evaluate but, we’d love so that you can share your expertise.


*Please see essential rating disclosure info right here.

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