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Beirne Wealth Consulting Services, LLC Selected by Financial Advisor Magazine as #4 RIA in CT, #10 RIA in PA, and #212 Nationally (2021) Thumbnail

Beirne Wealth Consulting Services, LLC Selected by Financial Advisor Magazine as #4 RIA in CT, #10 RIA in PA, and #212 Nationally (2021)

Beirne Wealth Consulting Services, LLC (“BWC”) was ranked by Financial Advisor Magazine as the #4 RIA in Connecticut, #10 RIA in Pennsylvania and #212 RIA in the United States in 2021.  This is the seventh year in a row that BWC has been ranked in the magazine’s ranking of top firms in the country. The firm experienced a 7.45% growth in assets and 14.53% growth in assets per client last year.*

Click here to view the full list of rankings.

Financial Advisor Magazine Top RIA (2021) disclosure

Financial Advisor Magazine published its sixteenth annual ranking of independent advisory firms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of December 31, 2020. Neither the RIA firms nor their employees pay a fee to Financial Advisor Magazine in exchange for inclusion in Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking. Inclusion on the list is not indicative of BWC’s future performance. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.

*Source:

https://www.fa-mag.com/userfiles/000000002021_IMAGES_ALL/FA_ISSUES_2021/07_FA_JULAUG_2021/RIA_Rankings/2021_RIA_Ranking_Online_v2.pdf