Wipfli Financial Advisors, LLC (Wipfli Financial), a national investment advisory firm, has placed on Financial Advisor Magazine’s RIA Ranking list for the 11th year — coming in at number 104 out of 715 firms included for 2020. The list ranks registered investment advisory firms by assets under management (AUM).
“We are honored to be included and move up in the rankings this year,” said Jeff Pierce, CEO. “For more than two decades we've remained dedicated to our core value and philosophy of client-first, especially during unprecedented times such as the pandemic. We are leveraging our technology to stay closely connected with our clients and help them make impactful decisions for their financial future.”
Wipfli Financial works with individuals, families and businesses to help them navigate their financial future with confidence. In collaboration with its affiliate and majority owner, Wipfli LLP (Wipfli), one of the nation’s leading accounting and consulting firms, Wipfli Financial offers full-spectrum advice that integrates clients’ financial, tax, insurance and investment needs into a cohesive, long-term plan.
To be eligible for the magazine’s ranking, advisory firms were required to be a registered investment advisor, having filed their own Form ADV registration statement with the U.S. Securities and Exchange Commission (SEC); and provide financial planning and related services to individual clients. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for this survey. Wipfli Financial did not pay to be considered.
For the full ranking, please view the original report. The award discussed herein is not indicative of future performance or representative of any client experience (positive or negative) with Wipfli Financial.