Awarded to top independent, fee-only financial planning firms.

Crestone Capital is pleased to announce it has ranked in Financial Planning’s 2021 RIA Leaders List and is among the top 150 independent, fee-only financial planning firms. 

Financial Planning’s 2021 RIA Leaders List ranks firms based on assets under management, as listed on the firm’s Form ADV. Only firms with 50 percent or more individual clients are included in the listing.  

The 2021 RIA Leaders List was published with the article, RIA Leaders 2021: Why ranking fee-only firms is difficult, which discusses the difficulty and controversy behind ranking and classifying fee-only RIAs.  

View Financial Planning’s 2021 RIA Leaders List.