Recent Awards and Recognition
Baron’s Top RIA Firms: Barron’s publishes this list annually based upon a number of criteria, including the firms’ number of clients, employees, advisors, offices and state locations. The formula Barron’s uses to rank firms is proprietary. Rankings were published in September 2023 and apply until September 2024. This award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill. No fee was paid for participation in the rankings; however, 1919 has paid a fee to use the ranking. For additional information, visit: www.barrons.com.
Financial Advisor Magazine
FA RIA Survey & Ranking: Financial Advisor Magazine publishes this list annually based upon a number of criteria, and the ranking orders firms from largest to smallest based on AUM reported by firms that voluntarily complete and submit the survey. Rankings were published in July 2023 and apply untile July 2024. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. No fee was paid for participation in the rankings; however, 1919 has paid a fee to use the ranking. For additional information, visit: www.fa-mag.com.