Concentus Wealth Advisors Named A “Future 50” RIA Firm By Citywire

Concentus Wealth Advisors is pleased to announce it has been named a “Future 50” RIA firm by Citywire. The 50 selected firms represent a group of finance professionals who are collectively creating a new investment landscape and represent the publication’s vision of the future of the RIA community. They have their own unique stories to tell, are driven to succeed on their own terms, and, most importantly, are in charge of their own investment decisions.

Firms were evaluated using Citywire’s proprietary scoring system based on their degree of independent ownership; AUM growth; percentage of fee-based business; approaches to sustainability; processes for attracting and maintaining talent; succession planning; staff credentials; investment offerings and capabilities; client education and charitable work; and firm service offerings. Firms must be registered by the SEC as an RIA with between $250 million and $2 billion in AUM at the end of 2018.

We’re excited for this recognition in a competitive and growing industry. To access the full list of the 50 featured firms, please click the link below.

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By |2019-10-17T14:38:32-05:00October 16th, 2019|award, News|

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.