Crestone Capital is thrilled to announce it has ranked #131 out of 534 registered investment advisor firms in Financial Advisor’s 2022 Annual RIA ranking report. In 2021, Crestone Capital ranked #145 on the list.
Financial Advisor Magazine’s 2022 RIA Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Financial Advisor Magazine is a publication targeted to financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms. The report is an industry ranking of independent RIA growth. Firm size does not imply a certain level of skill.
For the 534 firms that applied, 2021 Total AUM was just over $3.4 trillion, a 30.61% growth since 2020. Crestone ended 2021 with just over $4 billion in assets, a 34.19% growth since 2020.
Financial Advisor's RIA Survey and Ranking ranks based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA's ranking orders firms from largest to smallest, based on AUM reported by individual firms that voluntarily complete and submit FA's survey. FA's rankings may not be representative of any one client’s experience and are not indicative of future performance.