We are pleased to share that MAI has been named to the USA Today Best Financial Advisory Firms. With 32,000 RIA firms in the United States at the end of 2021, USA Today and Statista narrowed down that daunting number to the top 500 firms based on growth of their assets under management and recommendations from clients and peers, and MAI is part of that list. Read more here
In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.
USA Today and Statista awarded the “Best Financial Advisory Firm” in the U.S. The ranking of the best registered investment advisory firms (RIA Firms) is based on two dimensions: recommendations by clients and peers and a firm’s growth of assets under management (AUM). The selection of the firms and the definition of the evaluation criteria were based on independent journalistic criteria of USA TODAY and Statista.
To be recognized as one of USA TODAY’s Best Financial Advisory Firms the following requirements had to be met: 1. The firm is registered as an RIA firm with the SEC or at state level for at least one year 2. The firm has a principal office in the United States 3. The firm has a clean disciplinary record 4. The firm offers financial planning services or portfolio management for individuals and/or small businesses 5. The firm’s AUM must be greater than $500,000 6. The firm achieved an overall score among the top 500.
The evaluation was carried out by the statistics and market research company Statista. USA TODAY and Statista make no claim to the completeness of the firms examined. A position in the ranking is a positive recognition based on research of publicly available data sources at the time and extensive surveys. In addition, events after February 24, 2023 were no longer considered in the analysis. As such, the results of this list should not be used as the sole source of information for future deliberations. The information provided through this top list should rather be considered in conjunction with other available information about a financial advisory firm. The quality of financial advisory firms that are not included in the ranking is not disputed. For further information on the methodology please click here.
In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.
