We’re excited to share that Fort Pitt is included in Financial Advisor’s annual RIA ranking once again! Financial Advisor released the elite list in their July issue of the magazine. Over 707 national firms were recognized and Fort Pitt ranked 120th in the nation. Regionally, Fort Pitt ranked 7th out of 31 Pennsylvania based firms.
To create this 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.
The entire Fort Pitt team is honored to be recognized in this industry ranking. We would like to thank our clients for their support and look forward to continuing to provide them with exceptional service.
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.