Financial Planning ranks RGT 10th largest in nation
DALLAS – The Dallas-based financial planning and investment advisory firm RGT Wealth Advisors has been recognized among the top 10 Registered Investment Advisory (RIA) firms in the country by Financial Planning magazine.
Based on the size of assets under its management, RGT was named the 10th largest firm on the magazine’s sixth annual ranking of the nation’s top 150 RIA firms. RGT is the largest of the seven Texas-based firms on the 2017 listing.
For more information about RGT Wealth Advisors, click here: https://rgtadvisors.com/.
Financial Planning, the only publication dedicated to independent financial planners, bases its annual rankings on the total discretionary and nondiscretionary assets under management as listed on SEC Form ADV as of November 2016.
“From the start, the cornerstone of this firm has been the relationship we build with clients and our ability to provide a personal approach to their wealth management goals,” said RGT Managing Director and Founding Partner Mark Griege. “For us, it’s all about service, integrity and professionalism. We do not stray from those tenets. As a result, we have gained the respect of our clients and the profession, enabling us to continue to grow in an evolving investment environment.”
Founded in 1985, RGT is an independent, fee-only firm that provides wealth advisory services, portfolio management and family office services. Although the 2017 selection marks the first time the firm has earned recognition among the top 10 RIA Leaders, it was recognized by Financial Planning in 2014 as the 12th “Fastest Growing RIA Firm.”
The firm is consistently ranked among the Top Wealth Managers in Dallas by D Magazine. Mr. Griege and Managing Director Todd Amacher have each been named to the prestigious Dallas 500 listing of the most powerful business leaders in Dallas-Fort Worth in the area of Banking and Finance/Investments.
RGT Wealth Advisors is a financial planning and investment advisory firm based in Dallas, Texas, with more than 30 years of experience in managing finances and investments for high net-worth individuals and families.
For more information about RGT Wealth Advisors, contact Managing Director Colleen Affeldt at 214-360-7000.