WealthManagement.com Fast Growing RIAs 2024

The Colony Group Named on WealthManagement.com Fast Growing RIAs 2024 List

For the second consecutive year, The Colony Group has been named an RIA on WealthManagement.com’s RIA Edge 100 List. This list is compiled by Wealth Management IQ and ISS Market Intelligences’ Discovery Data, and focuses on RIAs that are growing fast while keeping sight of their priorities; the quality of client experience and the health of the company while increasing their assets. Firms cannot apply to this list or ranked, it was created by WealthManagement.com to identify firms that focus on firm growth, client service, and internal talent.  

Read more about this year’s 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. Our firm paid no compensation to wealthmanagement.com to participate or for inclusion in its list.