July 9, 2015
KANSAS CITY, MO — Frontier Wealth Management, an independent SEC Registered Investment Advisory firm, was ranked No. 5 on Financial Advisor magazine’s list of the Fastest Growing RIAs in the U.S.
Based on figures from Financial Advisor’s 2015 RIA survey, firms were ranked by their percentage of growth in assets under management from 2013-2014. Frontier ended 2014 with $1.226 billion in AUM and 155.95 percent growth in assets. Of the 562 firms that qualified for the list, Frontier placed in the top third of overall total assets.
“Frontier is pleased to be recognized on Financial Advisor magazine’s list of Fastest Growing RIAs,” said Frontier CEO Nick Blasi. “It truly is a testament to all the hard work and dedication our team has put forth in creating an environment and culture that allow us to achieve such rapid growth.” FA’s RIA Survey & Ranking, a nationally recognized list of independent wealth management firms, is in its 10th year of publication. To be eligible for ranking, firms must be an independent RIA and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.
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Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients.