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Monument Wealth Named Certainly one of America’s High RIAs by Monetary Advisor Journal


Monument Wealth Administration is proud to be named as one among America’s High RIA Corporations by Monetary Advisor Journal for the fifth yr in a row!

The record was segmented by asset classes: 1) $1 billion and over; 2) $500 million to <$1billion; 3) $250 million to <$500 million; 4) $150 million to <$250 million; and 5) $50 million to <$150 million. Inside every of the asset class segments, companies have been ranked by 2021 year-end discretionary and non-discretionary AUM. The great record consisted of 534 companies.

Monument Wealth was ranked 434 total.

The rating was primarily based on 2021 year-end discretionary and non-discretionary AUM reported on ADV. To be eligible for the rating, companies should be unbiased registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated providers to particular person shoppers. Corporations will need to have not less than $50 million in property beneath administration as of December 31, 2021. Company RIA companies and funding advisor representatives (IARs) weren’t eligible for this survey.

 

How The FA High RIA Corporations Rating Survey Works

Monument Wealth obtained an e mail invitation to take part in Monetary Advisor Journal’s annual nation-wide RIA rating survey. We accomplished the survey, which along with AUM, centered on providers supplied by the agency; service payment construction; anticipated modifications to the enterprise within the subsequent 5 years; staffing and recruiting; operations and technique. The survey evaluate included data offered by Monument, in addition to public information out there via the agency’s ADV submitting.

No cost was required for collaborating within the survey. As of the time of disclosure, Monument didn’t elect to pay for digital use of exhausting copy reprints exhausting copy reprints.

No organizational memberships have been required of the Agency or people. Rating on this record just isn’t consultant of anyone consumer’s expertise and isn’t indicative of Monument’s future efficiency. Monument just isn’t conscious of any information that will name into query the validity of the rating or the appropriateness of promoting inclusion on this record.

A Not-So-Common RIA for the Not-So-Common Investor

We pleasure ourselves on being a wealth advisory agency that delivers a distinctive expertise for the distinctive high-net-worth investor.

So, what does this imply?

Whereas different wealth advisors are usually starched inside an inch of their lives and grumbling about compliance, we’ve taken a special strategy, and that’s what our shoppers like about us. They rent us as a result of they acknowledge the worth of our Group’s distinctive, easy, unfiltered opinion and our tailor-made recommendation designed to reply THEIR questions, not everybody else’s.
Our business basically is void of distinctive, easy, unfiltered opinion. It’s all “BLAH BLAH BLAH.” Relaxation assured; you gained’t ever get that from us.

The Monument expertise is one by which you get the eye and unfiltered opinion of the entire staff and know everybody by identify. That is one among our biggest strengths. There may be merely no substitute for sitting down with individuals who know the best way to pay attention and can assist you co-create a Personal Wealth Design that’s yours and yours alone.

Many different companies and so-called “groups” inside of massive Wall Road companies are nothing greater than a set of particular person advisors and their operational help. As a substitute, we’re a staff of razor-sharp, revolutionary, collaborative, and artistic thinkers with seasoned monetary experience, a renegade spirit, and 0 dedication points.  At Monument, you get a whole staff—a collective mastermind—which brings collectively the precise specialists wanted to provide you not simply unfiltered opinion, custom-made recommendation and help, but in addition a wealth of perception with out the egos.

 

So, What Do Our Shoppers Say?

Monetary Advisor Journal named us as a high RIA agency in America, however what do our shoppers assume? Take a look at our Google Critiques to see what they’ve mentioned—and in the event you haven’t written us a evaluate but, we’d love so that you can share your expertise.

 

*Please see essential rating disclosure data right here.

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