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.
Disclosures:
Financial Planning’s 2021 RIA Leaders List ranks the top 150 fee-only registered investment advisors based on AUM from largest to smallest. Advisors on this list did not apply to be included, and were contacted by Financial Planning to let them know of the recognition. Rankings may not be representative of any one client’s experience and are not indicative of future performance.