Every year, RIA Channel releases a list of its top 100 RIAs via its RIA Database, which is a core provider for rankings for Investment News quarterly rankings. RIA Database uses quantitative and qualitative criteria to create the rankings, and its rankings are also featured in publications like Financial Planning, Inside ETFs, and Forbes.com.
This year, RIA Channel ranked Annex Wealth Management at number 40 on its top “100 Wealth Managers” list. Annex joins only two other Wisconsin firms in the top 50. Making the list demonstrates why Annex Wealth Management considers itself and the services it provides as “elite.” In revealing its rankings, RIA Channel announced, “We recognize these firms as leaders in their field and congratulate them on their success.”