No post-holiday blues here at Fort Pitt— instead we are celebrating! That’s because Fort Pitt is once again on Financial Advisor’s annual RIA ranking. It’s a list on which the firm has been named for the past several years. The 2019 list was released in the July issue of the Financial Advisor magazine. Of the 683 national firms included, Fort Pitt ranked at number 124. We were also ranked number eight out of the 31 Pennsylvania firms on the list.
The ranking takes into consideration year-end assets, percent growth in assets, assets per client, percent growth in assets per client, and percent change in number of clients.
We are thrilled to once again be a part of this list; and we know we could not do it without our clients. We will continue our commitment to providing you with the best service! Thank you!
Click here for the full ranking.
Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Fort Pitt Capital Group LLC will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Fort Pitt by clients. Such publications base their selections on information prepared and/or submitted by the recognized entities. Additional details regarding the criteria and process utilized in formulating these rankings are described below.
Financial Advisor Magazine – RIA Survey
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business. Data is provided by each firm, mostly from numbers and information published on their Form ADV, including assets under management. Each participating advisor is then ranked alongside their participating peers.