The Wade Financial Advisory team is excited to share some news! WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are incredibly gratified to announce that Wade Financial Advisory has been recognized in two key areas:
- One of the fastest growing RIA firms in California
- One of the fastest growing RIA firms in the United States
IA Rankings Data Shows Leadership in California, Nationwide
The rankings data showed that Wade Financial Advisory ranks 5th in California among firms in the 500-750 million in AUM and has attained a rank of 37th in the United States for firms with $500-750 million in AUM. You can learn more about this rankings project here.
As we celebrate these achievements, we want to thank our clients and allied professionals who have confidently referred their friends, family and clients to Wade Financial Advisory. We remain grateful for each client who has put their confidence and trust in us to manage the important aspects of their financial lives so that they can enjoy what matters most. It is always our goal to be a partner, educator, and guide to help our clients make well-informed financial decisions and to provide a high level of care and attention to their needs.
Though Wade Financial Advisory firm is growing, please know that one thing hasn’t changed – and that is our commitment to excellence in our personalized, relationship-based service. We believe strongly in providing customized planning to fit each clients’ unique needs on their path to financial confidence. We have added several key members to our team with specialized knowledge to address the tax, financial planning and investment management concerns of our clients. To learn more about all we have to offer, please visit our services page.
And, if you’re interested in learning more about the WealthManagement.com, RIA Edge, and Discovery Data rankings project, you may do so here.
If you’d like to start a conversation about working with the Wade team, please contact us today. We currently serve clients working for companies such as Tesla, Facebook, Nvidia, Applied Materials, Apple, Microsoft Corporation, Google, Intel, Cisco Systems, Hewlett Packard, Pure Storage, Zoom Video Communications, Amazon, Adobe Inc., Palo Alto Networks and many others. We would be pleased to serve you and your family, too!
