Wealth Manager Magazine Ranks FMA Advisory In National 2008 Top Dogs Survey
July 1, 2015 | Peter J. LaBella, CFP®
FMA Advisory has been ranked as one of the Top Dogs, according to Wealth Manager magazine’s annual report. For the last eight years, Wealth Manager magazine has ranked registered investment advisors. To qualify for inclusion, 50% of the advisor’s clients must fit the Securities and Exchange Commission’s definition of individuals or high-net-worth individuals.
“Being recognized in this national ranking of advisors is a very nice honor,” said Peter LaBella, FMA Partner. “But the only true measure of our success for FMA is how much we help our clients achieve their investment goals.”
Wealth managers from 44 states were included in the 2008 survey. California had the biggest concentration of advisors with a total of 79. New York ranked second with 28 and Pennsylvania was third with 25 advisors. Advisors were ranked by the firm’s Average AUM (Assets Under Management) per Client