Every year, Financial Advisor, a publication that reaches over 100,000 qualified readers each month, releases its list of over 600 fastest growing RIA (Registered Investment Advisor) firms in the UnitedStates.
This year, Financial Advisor reports Annex Wealth Management is the only firm from Wisconsin in its top 50 Fastest Growing firms, with a year-over-year growth of over 32 percent. A separate list also shows Annex’s growth places them in the nation’s top 200 RIAs in assets under management.
Annex Wealth Management’s growth is rooted in its comprehensive wealth management services and the quality of its client base. Financial Advisor reports that many of the other firms at the top of their list grew as a result of “mega-mergers.”
With the DOL Fiduciary rule often playing a huge part in decisions for many financial advisors, Annex Wealth Management’s commitment to independence allowed them to be already poised for the new rule. Financial Advisor explained, “RIAs, by definition, are fiduciaries and proud of it. Many use it to market their services as client-centric, so the DOL rule had less impact on their business than on planners with brokerage licenses.”
Annex Wealth Management is proud to make Financial Advisor’s list, and plans to continue growing while offering elite care.