High RIA companies by Monetary Advisor Journal

Americas top RIAs award Graphic

Blankinship & Foster is happy to announce that it has been named one in every of America’s High RIAs in Monetary Advisor Journal’s 2022 RIA survey.

Monetary Advisor Journal’s RIA survey is a rating primarily based on belongings beneath administration at 12 months finish of impartial RIA companies that file their very own ADV with the SEC. The rating orders companies from largest to smallest, primarily based on data reported to Monetary Advisor Journal by companies that voluntarily full and submit FA’s survey. Learn extra at: https://www.fa-mag.com/c2485.

About Blankinship & Foster, LLC

Blankinship & Foster is an impartial, nationally acknowledged fee-only wealth advisory agency in Solana Seashore, California, whose steering extends past investments. Blankinship & Foster focuses on working with physicians, retirees, and girls in transition. Their distinctive wealth administration course of helps purchasers set up and make clear their private funds to attain peace of thoughts. Shoppers have benefited from this goal forthright recommendation for over 35 years. 

About Monetary Advisor Journal

Monetary Advisor Journal (“FA”) delivers important market data and methods that advisors want to reach their more and more advanced setting. FA focuses on subtle planning and funding methods to assist advisors higher serve their prosperous purchasers, in addition to observe administration concepts to assist advisors construct their companies. FA goes in-depth to problem conventional planning knowledge by introducing readers to new approaches to assist them higher counsel purchasers.

Vital Disclosures:

Concerning the “High RIAs” rating: FA’s RIA survey is a rating primarily based on belongings beneath administration at 12 months finish of impartial RIA companies that file their very own ADV with the SEC. FA’s RIA rating orders companies from largest to smallest, primarily based on AUM reported on the advisors and verified by evaluation of advisor’s ADV varieties. To be eligible for the rating, companies have to be impartial registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated providers to particular person purchasers. Corporations will need to have no less than $500 million in belongings beneath administration as of December 31, 2021, to be included within the print version of Monetary Advisor journal’s 2022 RIA survey. The celebs within the recognition emblem don’t signify any kind of rating or score so it shouldn’t be assumed Blankinship & Foster obtained any star score. Monetary Advisor’s rating comes for gratis to Blankinship & Foster; nonetheless, the agency did pay a licensing payment to be used of FA’s digital badge. For extra concerning the rating methodology, please go to this hyperlink: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Third-party rankings and recognition from score providers or publications are not any assure of future funding success. Working with a extremely rated advisor doesn’t be sure that a consumer or potential consumer will expertise the next degree of efficiency or outcomes. These scores shouldn’t be construed as an endorsement of the advisor or by any consumer nor are they consultant of anybody consumer’s analysis. Usually, scores, rankings, and recognition are primarily based on data ready and submitted by the advisor. 

Extra Disclosures:

Sure data was obtained from third social gathering sources believed to be dependable, however it’s not assured. Blankinship & Foster isn’t answerable for the implications of any selections or actions taken on account of data offered on this presentation and doesn’t warrant or assure the accuracy or completeness of the knowledge requested or displayed. The opinions referenced herein are as of the date of publication and are topic to vary with out discover. We’re offering the content material for informational functions solely and it shouldn’t be thought-about funding recommendation or a advice to purchase or promote any securities. There’s a threat of loss from an funding in securities, together with the chance of lack of principal. Various kinds of investments contain various levels of threat, and there might be no assurance that any particular funding can be worthwhile or appropriate for a specific investor’s monetary state of affairs or threat tolerance.

Third-party rankings and recognition from scores providers, or publications, are primarily based on particular standards and don’t present a assure that the agency’s funding advisory providers can be helpful to any investor or {that a} consumer will expertise a excessive degree of efficiency or optimistic returns on their investments. Rankings and scores shouldn’t be construed as an endorsement of the adviser by any consumer and shouldn’t be thought-about consultant of anybody consumer’s analysis.