Ranked #14 on the List of Fastest Growing RIA Firms
Larson Financial Group is proud to announce their inclusion in Financial Advisor magazine’s list of the Top 50 Fastest Growing Firms.* Larson Financial Group ranked 14th among the 529 companies measured.
Based on figures from Financial Advisor’s 2014 RIA survey, firms were ranked by the percentage of growth in assets under management from 2012 to 2013. Unlike other firms on the list, the impressive growth of assets managed by Larson Financial Group is not a result of a merger or acquisition.
“At Larson Financial Group, we’ve built our reputation on exemplary service. To receive recognition in such a reputable industry publication is extremely rewarding,” said Paul Larson, President & CEO of Larson Financial Group.
Larson Financial Group’s commitment to serving their physician clients will continue as the transition is made into the second half of 2014 and beyond. Their continued focus will be on maintaining their impressive growth while striving to build a secure financial future for their valued clients.
About Larson Financial Group
Larson Financial Group has offices nationwide, serving over 3,000 medical specialists in regards to all aspects of their finances. Using a personalized, comprehensive planning approach, the primary goal is to help doctors successfully navigate through their many unique financial options. In addition to working one-on-one with physicians, the advisors of Larson Financial Group share their knowledge with doctors, hospitals, and private practices by offering educational workshops and seminars.
Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC.
*Criteria for inclusion based on the data from Financial Advisor Magazine’s 2014 RIA survey that measured discretionary and non-discretionary assets under management as reported on Form ADV.
Inclusion in the ranking is based on survey responses provided by the Registered Investment Advisors. Larson Financial Group did not pay any fee to be included in the ranking. Inclusion in this ranking is not to be considered an endorsement of the firm or financial advisor. There is no guarantee of future performance.
Financial Advisor had 529 participants in the 2014 survey. 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. Firms must have at least $50 million in assets under management as of December 31, 2015. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.