Our team is proud to share that Wealthstream Advisors was recently named to the RIA Edge 100, a list “designed to surface a premier group of well-managed firms that are reinvesting in their businesses, maintaining a high level of client service and continuing to grow by design, not by default.”
Wealthstream Advisors’ culture centers on client service, and we are honored to see this dedication recognized by the RIA Edge 100 selection process.
For more information about Wealthstream Advisors and its commitment to excellence on behalf of clients, please visit our About page.
The RIA Edge 100 list was developed by WealthManagement.com in partnership with ISS Market Intelligence.
The quantitative selection process incorporated a variety of metrics designed to evaluate growth and client experience.
We invite you to learn more from the official announcement here.
Wealthstream Advisors is a financial advisory firm offering personalized financial planning and unbiased investment management services. As fiduciaries, we are legally bound to act in our clients' best interests. Our experienced team holds prestigious credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst®, and Personal Financial Specialist, ensuring expert guidance tailored to each client's unique goals and needs.
Important Disclosure Information
February 29, 2024: This list was developed by Wealthmanagement.com's WMIQ research team in partnership with ISS MI using data from its Discovery Data MarketPro platform. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. Analyzing that subset of RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors.
To view all disclosure information, click here.