In the News

FA 2025 RIA Survey and Ranking

Wealthcare is honored to be named to FA Magazine's 2025 America's Top RIAs list for the 5th year in a row — landing at #149!

Methodology: FA Magazine’s RIA Survey & Rankings
Financial Advisor Magazine conducts an annual, voluntary survey of independent registered investment advisors (RIAs) that file their own Form ADV with the SEC and provide financial planning and related services to individual investors. No fee or membership is required to participate. Some items on the questionnaire require data directly from the firm’s Form ADV. The survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Firms are ranked from largest to smallest based on assets under management at year end.

 

Download Materials