We are proud to announce that Lake Street Advisors has been named one of America’s top RIAs of 2022 by Financial Advisor Magazine. This ranking highlights the most successful independent advisory firms in the U.S. based on several factors, such as assets under advisement, fee structure, number of client families, and assets per client. Our growth continues to be driven by the value we add for our clients, our commitment to exceptional client service, and our ability to attract high-caliber professionals to our firm.
The Financial Advisor Magazine’s RIA ranking is an independent listing produced by Financial Advisor Magazine. To be eligible, advisory firms must be RIAs, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. RIAs submit data from their firm, including total assets under management, growth in assets, growth in assets per client and percentage change in number of clients.
To view Financial Advisor Magazine’s entire RIA list, click here.