By Darcy O’Brien
With recent legislation and an evolving market, registered investment advisors (or RIAs) have been forced to alter their approach. Whether it’s changing their approach or adjusting their business model, clients have begun to scrutinize many of the firms on the market. At Massey Quick Simon, we continue striving every day to provide our clients with exceptional service and experience.
Financial Advisor Magazine has released their 2018 survey and ranking, and Massey Quick Simon is proud to announce a #97 national rank for best RIA, and a #29 rank for the 50 fastest growing RIAs. We would like to thank our dedicated clients for allowing us to be your trusted advisor. Being acknowledged nationally at this level is certainly no easy feat and wouldn’t be possible without you.
Maintaining RIA Industry Standards
According to Financial Advisor Magazine, the RIA channel has surpassed $70 trillion in registered assets under management in 2017. Furthermore, this translates into a compound annual growth rate of 8.1%.
The growth within the industry can be attributed to managers and advisors leaving their respective companies and bringing new money with them into the RIA space. Not only new money, but registered investment advisors are held to a fiduciary standard where the client’s needs come first, bringing reassurance that their interests are being carefully considered. Massey Quick Simon has always been a fiduciary to its clients and will continue to do so, ensuring their needs are carefully and diligently considered.
Another positive result benefiting the RIA space is the natural growth due to the changing landscape within the finance industry. Many individuals are looking for more than a registered investment advisor – rather, a dedicated team that can help their money grow into the future. From succession planning to capital preservation, RIAs continue to provide value in many facets of finance.
Financial Planning Services
At Massey Quick Simon, our goal is to preserve and grow your wealth for generations, providing financial planning and investment advice that’s personalized and tailored to your needs. Our team at Massey Quick Simon has a passion for excellence and a desire to uphold integrity and build a partnership.
As individuals from the baby boomers to generation Y continue to seek financial guidance, you can rest assured that Massey Quick Simon will continue to carefully and diligently consider your best interests. We thank you for allowing us to serve you, and we encourage you to view the FA Mag rankings in their entirety for a complete picture of the best and fastest growing RIAs as ranked by FA Mag.
If you’re interested in learning how the team at Massey Quick Simon can serve you, we encourage you to reach out to us by calling 973-525-1000 or emailing firstname.lastname@example.org.
Darcy O’Brien is the director of marketing and communications at Massey Quick Simon and brings more than 7 years of experience in the financial industry to her role. Darcy is responsible for marketing, media relations, website management, event coordination, and social media initiatives. Additionally, Darcy is regularly tasked with the creation and management of marketing materials and liaising with relationship managers and partners to produce content for Massey Quick Simon’s audience. Darcy O’Brien earned a bachelor’s degree in english and sociology from Bucknell University in Lewisburg, Pennsylvania. Outside of work, Darcy enjoys running, cooking, and spending time with her friends and family. Learn more about Darcy by connecting with her on LinkedIn.
To be eligible for the Financial Advisor Magazine Ranking, firms must be independent registered investment advisors and file their own ADV with the SEC, and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2017. Firms complete and submit a survey on their firm’s behalf and each is represented in the final survey ranking. The annual ranking is based in part on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this survey.