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Awards & Press

Monument Wealth Named One of America’s Top RIAs by Financial Advisor Magazine

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Monument Wealth is honored to be named as one of America’s Top RIA Firms by Financial Advisor Magazine! This is the sixth year the Monument has been received this recognition. Read the full list and article by FA Magazine here.

Monument was ranked #368 nationally and #13 and the $250 million to <$500 million asset category. The list ranked a total of 431 RIA firms.

Award Details


Award Year: 2024

Awarded by: Financial Advisor Magazine

Awarded on: July 2024

Methodology:

The list was divided by asset categories: 1) $1 billion and over; 2) $500 million to <$1billion; 3) $250 million to <$500 million; 4) $150 million to <$250 million; and 5) <$150 million. Within each of the asset category segments, firms were ranked by 2023 year-end discretionary and non-discretionary assets under management (AUM).

Monument Wealth received an email invitation to participate in Financial Advisor Magazine’s annual nation-wide RIA ranking survey. We completed the survey, which in addition to AUM, focused on services offered by the firm; service fee structure; anticipated changes to the business in the next 5 years; staffing and recruiting; operations and strategy. The survey review included information provided by Monument, as well as public data available through the firm’s ADV filing.

No payment was required for participating in the survey. As of the time of disclosure, Monument did not elect to pay for electronic use of hard copy reprints hard copy reprints.

No organizational memberships were required of the Firm or individuals. Ranking on this list is not representative of any one client’s experience and is not indicative of Monument’s future performance. Monument is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.

Monument did not pay to receive this award.

More Than a Ranking

While we sincerely value the acknowledgement from FA Magazine, our clients’ trust and confidence is what matters most. Check out our Google Reviews to hear what our clients have to say.

 

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Ranking Disclosure

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the  investment professional’s firm.  Please Also Note: Certain Awards/Rankings are of a prior date. During subsequent years, Monument Capital Management, LLC (or the referenced professional) either didn’t apply or did apply but was not selected (see corresponding selection criteria/methodology).

ANY QUESTIONS: Monument Capital Management, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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