Trinity Wealth Management has been ranked #48 on USA TODAY’s list of the Best Financial Advisory Firms 2024. This prestigious award is presented by USA TODAY and Statista Inc. The awards list was announced on April 24th, 2024, and can be viewed here. The Best Financial Advisory Firms 2024 awarded the top registered investment advisory (RIA) firms in the United States based on two dimensions:
- Recommendations from financial advisors, clients, and industry experts: Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable.
- Development of Assets under Management (AUM): Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly available data.
All of us at Trinity Wealth Management are honored to receive this recognition and remain dedicated to serving our clients with the highest standards of excellence.
READ THE USA TODAY ARTICLE HERE
Trinity Wealth Management has been ranked 48th by USA Today in the Best Financial Advisory Firms in 2024 out of the top 500 Registered Investment Advisory firms (“RIA Firms”).The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.
About USA TODAY’s Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April 2024, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from January 2019 to February 2024 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.
Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.
