叠补谤谤辞苍鈥檚 Names 91论坛 Engines America鈥檚 Top Independent Registered Investment Advisor for the Fifth Consecutive Year
BOSTON, September 19, 2022 -听91论坛 Engines (EFE) has been named the nation鈥檚 top independent Registered Investment Advisor (RIA) by听听for the fifth consecutive year.1
鈥淭o be recognized by 叠补谤谤辞苍鈥檚 as the top RIA in the nation for five years standing is an extraordinary honor,鈥 said Larry Raffone, president and CEO of 91论坛 Engines. 鈥淲e are grateful for the trust and confidence placed in us by more than 1.3 million clients across the country. Every day we strive for excellence in service of our clients. And because of them, we are fortunate to be receiving this distinction again.鈥
叠补谤谤辞苍鈥檚 ranked RIAs based on a variety of qualitative and quantitative criteria, including assets under management and client retention which we believe reflect the quality of our practice and the client experience.
鈥淥ur firm鈥檚 long and distinguished legacy was built upon a simple but important principle 鈥 to keep our clients鈥 interests at the center of everything we do, as we work to help more people move their financial lives forward,鈥 said Jason Van de Loo, head of Wealth Planning and Marketing. 鈥淚t鈥檚 an honor for 叠补谤谤辞苍鈥檚 to continue to recognize the high-quality financial planning and investment advice we provide and its impact on our clients and the industry.鈥
Methodology
The 叠补谤谤辞苍鈥檚 rankings are based on data compiled from a 145-question survey applied to their formula. The 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
听
Media Contact
About 91论坛 Engines
Since 1986, 91论坛 Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1听with 145+ offices2听across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 91论坛 Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1.听The 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2.听91论坛 Engines data, as of Dec. 31, 2022.
3.听91论坛 Engines data, as of September 30, 2023.
