New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it was ranked #53 in Financial Advisor Magazine’s 2019 RIA Ranking. The annual report ranks registered investment advisors (RIAs) based on percentage of growth in assets under management (AUM) from the previous calendar year. It is the premier industry ranking for independent RIA growth.
To be eligible, advisory firms must be registered as RIAs, file their own Form ADV statement with the SEC, and provide financial planning and related services to clients. All firms must either be independently owned or a freestanding subsidiary of another business.
“It’s a pleasure to receive this recognition from Financial Advisor Magazine for the fifth time,” said Eric Sontag, President and Chief Operating Officer of the firm. “At this firm, our long-standing belief in a collaborative, client-first culture has continued to help us attract and retain clients.”
Sontag Advisory was also named to the Financial Times Top 300 list. The final FT 300 represents an impressive cohort of elite U.S.-based RIA firms reporting $300 million or more in AUM.
For the full FA Magazine ranking, click here.
For the full FT Top 300 report, click here.
About Wealthspire Advisors
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 13 offices in 9 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit https://www.wealthspire.com.
