We are thrilled to announce that Relative Value Partners (“RVP”) has been ranked as one of SmartAsset’s “Top 50 Fastest-Growing Financial Advisor Firms” for 2022. To define the Top 50 Fastest-Growing Financial Advisor Firms, SmartAsset began by identifying all firms that are registered with the SEC and headquartered in the United States. Any firms with disclosures, firms that do not offer financial planning services, and firms with less than $500 million in AUM as of their March 2019 SEC filing were removed from consideration.
Based on these criteria, 728 RIAs qualified for consideration, and SmartAsset ranked the qualifying firms across four metrics:
- One-year percentage change in number of client accounts
- Three-year percentage change in number of client accounts
- One-year percentage change in assets under management (AUM)
- Three-year percentage change in AUM
All four metrics were equally weighted, and final rankings were based on the firm’s average ranking in each of the four categories. RVP’s growth in these areas placed the firm in the top 50, ranking 13th overall.
This achievement would not be possible without the hard work of our team and the trust and partnership of our clients. We are extremely grateful to everyone who has played a role in this recognition and in our firm’s continued growth!
SmartAsset created this award and Relative Value Partners, LLC (“RVP”) does not pay a fee to SmartAsset in exchange for inclusion or use of the above ranking. To see important disclosures around this award, please visit this page of our website.