TrinityPoint Wealth named to the “50 Fastest Growing RIA’s" and “America’s Top RIA’s” lists by Financial Advisor Magazine.
We are excited to announce that TrinityPoint Wealth has been awarded the highly respected placement on the “50 Fastest Growing RIA’s” list according to Financial Advisor Magazine. This recognition is a testament to the firm's hard work, dedication, and commitment to providing excellent financial advisory services to our clients. It showcases the firm’s position as a top-performing Registered Investment Advisor, setting a standard for quality and growth.
Additionally, TrinityPoint Wealth made FA Magazine’s list of “America’s Top RIA’s” moving from #296 in 2022, to #292 in 2023. These annual honors recognize the most exceptional financial advisory firms who have demonstrated outstanding expertise, innovation, and commitment to their clients and the industry. It also demonstrates the ability to adapt to changing market conditions and meet the evolving needs of today’s economy.
"We are thrilled to have the hard work and dedication of our team recognized by Financial Advisor Magazine's ranking again this year," said TrinityPoint Wealth’s CEO, Jim Betzig. “We are fortunate to have incredible clients, and a team that works diligently to produce a positive impact on their financial well-being.”
Financial Advisor Magazine delivers essential market information, investment strategies and practice management ideas to their readership of financial planners, investment advisors and independent broker-dealers. The magazine is ranked first as the most-read publication for financial advisors. To be eligible for the Top RIA ranking, firms must be independent registered investment advisors, file their own Form ADV with the U.S. Securities and Exchange Commission (SEC), and provide financial planning and related services to individual clients. To be included in the ranking, firms voluntarily complete and submit FA magazine's survey. No fees are paid to be included in the FA magazine's annual RIA ranking. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. To view the full ranking from FA Magazine: https://www.fa-mag.com/c2590
About TrinityPoint Wealth:
TrinityPoint Wealth is an independent wealth and management investment advisory firm located in Milford, CT as well as in Charlotte, NC. We are fiduciaries who serve both families and individuals, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.