Strategic Financial Services Named One of Financial Planning Magazine’s Top 150 RIA Firms
Utica, N.Y. – (January 15, 2016) – Strategic Financial Services, Inc, a leading provider of wealth management services, has been named to Financial Planning Magazine’s Top 150 RIA Firms in the United States.
The Top 150 RIA Firms ranking was compiled by METHOLODGY Discovery Data, who reviewed discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list also does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. Subjective review of unusual cases may result in inclusion or exclusion based on factors unique to those firms.
“We’re honored to be ranked by Financial Planning Magazine as a top RIA Firm in the country,” said Alan R. Leist III, CFA, Principal & Senior Advisor at Strategic, “This recognition further reflects our dedication and long-standing reputation for providing our clients a personalized, unique experience in the pursuit of their ambitious goals.”