The Colony Group is proud to announce that they have been named one of WealthManagement.com’s RIA Edge 100. The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. RIA Edge 100 firms are those with the most impressive growth rates combined with the best client ratios and most CFP certifications.
Read more about the RIA Edge 100 List here.
Wealthmanagement.com Industry Awards criteria: The 2023 RIA Edge 100 list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification, and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $250 million in assets.