Asset Management Group, Inc. named a 2022 top RIA firm by Financial Advisor Magazine

August 18, 2022 (PRLEAP.COM) Business News
Asset Management Group, Inc. is pleased to announce that we have been named to Financial Advisor Magazine's 2022 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.

Asset Management Group, Inc. has been ranked No. 374 out of over 534 registered investment advisor firms in Financial Advisor Magazine's annual "RIA Ranking" report. This marks the 15th year that AMG has been recognized in the magazine's ranking of top firms in the country by assets under management. We had an 18.6% growth in assets from 2020 to 2021. AMG ranked as the second highest firm in Connecticut in the $500 million to less than $1 billion category.

We are honored to have been selected as one of the top registered investment advisory firms in the nation by Financial Advisor Magazine," said LeGrand S. Redfield, Jr., President of AMG. "To be named to the 2022 Financial Advisor RIA Ranking highlights AMG's commitment to its core values of Customer Service, Integrity, "Can Do Attitude", and Perseverance. Our continued growth shows the high level of service that we provide to our clients. I couldn't be prouder of our AMG team and all of the great work that they're doing."

For a link to the full ranking, please click here.

About the Research Process

RIA firms applied for consideration to be included in the 2022 Financial Advisor RIA Rankings. To be eligible for the ranking, firms must be independent RIAs that file their own Form ADV statement with the SEC and provide financial planning and related services to individual clients.  There are no fees or other considerations required of RIAs that are included in the FA 2022 RIA Ranking.

About Asset Management Group, Inc.

Asset Management Group, Inc., established in 1983, is a growing, dynamic, privately held company with a well-established customer base. We build long-term relationships with clients and provide them with financial advice and counseling. We are proactive in bringing information and advice to our clients and strive to provide service that exceeds our clients' expectations.

Our associates believe that tax planning, retirement planning, and estate conservation strategies should be a top priority for individuals and families of all ages and income ranges.

Disclosures: $704 million of regulatory assets under management (AUM) as of 12/31/2021. Regulatory AUM consists of securities portfolios for which continuous and regular supervisory or management services are provided.

The FA's RIA Ranking is an independent listing produced annually by Financial Advisor magazine (July 2022).

FA 2022 RIA Survey & Ranking methodology: FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV form with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA's survey by the deadline. FA verifies AUM by reviewing ADV forms.

FA 2022 RIA Survey & Ranking eligibility: 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. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.  A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity's corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA's ADV filed with the SEC.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Asset Management Group, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Asset Management Group, Inc. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Asset Management Group, Inc. does not pay fees to be considered for any ranking or recognition.

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