New England Investment & Retirement Group has been named to Financial Advisor Magazine’s 2019 RIA Ranking. The annual survey measures growth among independent advisors across the U.S. Firms are ranked by total assets under management, growth in assets, assets per client, growth in assets per client and the percentage change in number of clients.
“We’re pleased to receive recognition in the growing independent RIA space. Every day we strive to offer our clients clear guidance in all aspects of their financial lives, including growing and preserving their wealth for the future. We are grateful to our clients who put their trust in us to achieve some of life’s greatest goals,” says President and Founder, Nick Giacoumakis.
The complete rankings can be viewed here.
To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of December 31, 2018 to be included in our print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC. Rankings are not indicative of the advisor’s future performance and may not be representative of any one client’s experience because the rating reflects an average of the experience of all of the clients. No compensation was paid to participate in these rankings