Monument Wealth Named One of America’s Top RIAs by Financial Advisor Magazine
Monument Wealth Management is proud to be named as one of America’s Top RIA Firms by Financial Advisor Magazine for the 5th year in a row!
The list was segmented 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) $50 million to <$150 million. Within each of the asset category segments, firms were ranked by 2021 year-end discretionary and non-discretionary AUM. The comprehensive list consisted of 534 firms.
Monument Wealth was ranked 434 overall.
The ranking was based on 2021 year-end discretionary and non-discretionary AUM reported on ADV. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2021. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for this survey.
How The FA Top RIA Firms Ranking Survey Works
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.
A Not-So-Average RIA for the Not-So-Average Investor
We pride ourselves on being a wealth advisory firm that delivers a unique experience for the unique high-net-worth investor.
So, what does this mean?
While other wealth advisors tend to be starched within an inch of their lives and grumbling about compliance, we’ve taken a different approach, and that’s what our clients like about us. They hire us because they recognize the value of our Team’s unique, straightforward, unfiltered opinion and our tailored advice designed to answer THEIR questions, not everyone else’s.
Our industry in general is void of unique, straightforward, unfiltered opinion. It’s all “BLAH BLAH BLAH.” Rest assured; you won’t ever get that from us.
The Monument experience is one in which you get the attention and unfiltered opinion of the whole team and know everyone by name. This is one of our greatest strengths. There is simply no substitute for sitting down with people who know how to listen and can help you co-create a Private Wealth Design that’s yours and yours alone.
Many other firms and so-called “teams” inside of big Wall Street firms are nothing more than a collection of individual advisors and their operational support. Instead, we are a team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues. At Monument, you get a complete team which brings together the experts needed to give you not just unfiltered opinion, customized advice and support, but also a wealth of insight without the egos.
So, What Do Our Clients Say?
Financial Advisor Magazine named us as a top RIA firm in America, but what do our clients think? Check out our Google Reviews to see what they’ve said—and if you haven’t written us a review yet, we’d love for you to share your experience.
*Please see important ranking disclosure information here.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.