Wipfli Financial recognized on Financial Advisor’s 2021 top RIAs list

Wednesday, August 11, 2021

Wipfli Financial Advisors, LLC, a national wealth management firm, is pleased to announce that it was selected for Financial Advisor magazine’s 2021 ranking of Registered Investment Advisory (RIA) firms for the 12th year.

With throughout the United States, Wipfli Financial continues to grow its team and geographical footprint along with its client base.

Wipfli Financial saw 18.23% growth year over year, with assets under management increasing to surpass the $5 billion benchmark in July 2021. This growth led the firm to move up the rankings, coming in at 103 out of 607 firms included for 2021.

“Being included in the list is an honor and a testament to the dedication and performance of our talented professionals,” said Jeff Pierce, chief executive officer. “We’re coming off a year of rapid change, one with permanent implications for the RIA industry and the way we work. I am proud of how our associates met that change with a one-team mindset focused on collaboration and continuity for our clients.”

Wipfli Financial serves individuals, families and businesses to help them navigate their financial future with confidence. In collaboration with its affiliate, Wipfli LLP, one of the nation’s leading accounting and consulting firms, Wipfli Financial offers comprehensive client service and financial advice that integrates clients’ financial, tax, insurance and investment needs into a cohesive, long-term plan.

To be eligible for the Financial Advisor 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. 

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.

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