SVA Plumb Wealth Management is pleased to announce it has been named to the RIA Channel’s inaugural ranking of the Top 100 RIA ETF Power Users. This unique ranking showcases wealth management firms based on their aggregate total firm ETF assets. SVA Plumb Wealth Management is ranked number 49 on this list.
RIA Database used quantitative and qualitative criteria to create the rankings. They identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) any firm may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of September 30, 2018. Total ETF assets were aggregated by RIA Database.
“We are proud to be recognized as a part of this elite group,” states Maureen Hansen, President of SVA Plumb Wealth Management. “This list represents the leaders in our industry across the nation and we are humbled to be in such good company.”
Click here to view the entire list.