2019 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
*Financial Advisor: RIA Ranking by Total Assets
Advisors from across the nation are ranked by total assets under management, growth in assets, assets per client, growth in assets per client and the percentage change in number of clients. Based on a Financial Advisor magazine survey of registered investment advisors who file their ADV statement with the SEC. Only advisors that completed the survey are included in the rankings. Assets under management totals are taken from the firm’s Form ADV. Investor experience/returns were not considered as part of this ranking.