A dedicated Financial Advisor and Wealth Manager in Atlanta, GA

• Our 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
• 2022 Top 100 RIA Firms List
• Ranking Information

• Each year, InvestmentNews honors women financial advisers, industry innovators and leaders who are trailblazers in their firms, the industry, and their communities. These women have advanced the business of providing financial advice through their leadership, passion, creativity and willingness to help others along the way.
• Awarded to workplaces with 30-50% proportion of women in their C-suite.
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• Ranked by Total assets under management for Atlanta office (discretionary)
• Locally Researched by: Patsy Conn, Atlanta Business Chronicle
• Money managers are defined here as investment advisers that manage portfolios on a discretionary basis; may include individuals as well as institutions.
• Figures are current as of August 19, 2022.
• Award Information

• For the 12th year, The Atlanta Journal-Constitution and employment research and consulting firm Energage have determined the best places to work in metro Atlanta.
• For the 2022 Top Workplaces rankings, 3,268 companies were nominated or asked to participate after metro Atlanta employees responded to print and online solicitations that began appearing in August.
• Philadelphia-based Energage then surveyed 244 companies that agreed to participate in the no-cost program. These companies represent 56,160 workers in the Atlanta region, including 34,031 of whom responded to the survey.
• Any public, private, nonprofit, or governmental employer with a minimum of 50 employees in the 17-county metro region was eligible.
• Based on employee feedback scores, the top 175 includes:
  • 19 large companies (out of 22 participants with 500 or more employees)
  • 70 midsize companies (out of 88 participants with 150-499 employees)
  • 86 small companies (out of 135 participants with 149 or fewer employees
• Employers are ranked in groups of similar size, and those that score high enough are recognized as Top Workplaces.
• This year’s rankings include 59 newcomers, including the Atlanta Hawks and Berkshire Hathaway HomeServices Georgia Properties.
• Also this year, Special Awards were given to companies in each size category based on standout scores of specific survey statements.
• The survey gathers responses to 24 factors covering seven areas, including organizational health factors relating to workplace culture.
• Questions cover employee engagement, company leadership, and the basics, such as pay, benefits, training, and expectations.
• Employee survey statements determine which companies are the Top Workplaces. The positivity values show how strongly each statement correlates with how employees in metro Atlanta rate their workplaces.
• The closer the importance is to 100 percent, the more positive employees feel about the statement.
• At least 35 percent of a company’s employees based in metro Atlanta must respond to the survey. Employers with 85 or fewer metro Atlanta workers must have at least 30 responders.
• Energage also ran statistical tests to identify questionable results and disqualify any employers.
• Award Information

• While many awards programs remain subjective, ours has been scientific since day one. In fact, we were the first to utilize a full-blown employee engagement survey as the sole scoring mechanism. This is still the case today. Our survey was developed by some of the most brilliant minds in survey research methodology and organizational psychology, and we update it regularly to make sure it stays relevant.
• The Best Places to Work program began in 2004 as a pilot program in Wichita, Kansas. At the time, a national employer of choice program existed, but there weren’t any regional contests. We quickly saw a need for regional contests honoring top places to work. We knew that within communities, local contests would have a much bigger impact than national ones.
• That same year, Quantum Workplace partnered with American City Business Journals, expanding the Best Places to Work program into 30 markets.
• Today, Quantum Workplace has 43 regional programs and five industry-wide programs. Through these 48 programs, we gather more than 440,000 employee voices from nearly 10,000 organizations each year.
• The quick version of a sophisticated process
• The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement.
• Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. We use these numerical values to profile your employees and calculate an overall score, which is used to determine each organization's rank.
• We collect honest, unfiltered feedback while respecting employee privacy. Data suppression rules strike the balance between never showing an individual employee’s response and being able to slice aggregate data by demographics.
• Award Information

• To qualify, a business must be based in Atlanta’s 20-country metro are and not be a subsidiary of another company. It must have been established in the first quarter of 2018 or earlier, experienced a two-year growth in sales of more than 50%, and garnered revenue between $1Million and 300 million in 2020.
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• The FT Americas’ Fastest-Growing Companies 2022 is a list of the 500 companies in the Americas that have the highest growth in publicly disclosed revenues between 2017 and 2020.
• The ranking was created through a complex procedure. Although the search was very extensive, the ranking does not claim to be complete, as some companies did not want to make their figures public or did not participate for other reasons.
• The project was advertised online and in print, allowing all eligible companies to register via the websites created by Statista and the Financial Times. In addition, through research in company databases and other public sources, Statista identified tens of thousands of companies in the Americas as potential candidates for the FT ranking. These companies were invited to participate in the competition by post, email and telephone.
• The application phase ran from October 2021 to January 2022. The submitted revenue figures had to be certified by the chief financial officer, chief executive, or a member of the executive committee of the company. Companies with three or fewer employees, or companies that are not a legal entity, were subject to additional checks to verify their revenue numbers.
• Award Information

• The Best and Brightest Companies to Work For® program identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. All participating companies receive two robust feedback reports, resources and valuable benefits throughout the year.  The Best and Brightest is a powerful community of the nation’s elite leaders who share ideas, practices, and have proven they are employers of choice.  This designation is a great recruitment tool to attract and retain talent.

Eligibility and Requirement for Participation

To be eligible for consideration, companies must meet the following criteria:

• Have a minimum of 10 employees
• Must be in business a minimum of 1 year
• Be a for-profit or not-for-profit business or government entity
• Be a publicly or privately held business
• Temporary, seasonal, 1099 employees, independent contractors, consultants, interns, and volunteers are not counted in the number of employees or included in the survey process
• Submit a Scoring and Analysis Fee

• RIA Database ranked the Top 50 Wealth Managers by Growth in Assets on an absolute basis over a one year time frame.
• RIA Database has been providing RIA rankings for Forbes and several industry publications, including RIA Channel (RIAChannel.com) for over ten years. Criteria and requirements for this list include the following:
• All firms are active registered investment advisers (RIAs) with the SEC, and have no regulatory, criminal or administrative violations on file per the SEC as of March 31, 2022.
• All firms provide wealth management services as their primary business. These services may include financial planning, selection of third party investment managers, portfolio construction services, family office services, comprehensive estate planning, asset allocation services or similar functions to high net worth and/or ultra high net worth individuals.
• All qualified wealth managers with $100 million in assets under management or greater were ranked based on percentage of growth over a one year period from assets as reported to the SEC on their Form ADV Part I filing on March 31, 2021 to March 31, 2022.
• Broker/dealers, fund managers and hedge fund managers were excluded.
• See Award Information

• Each year, Accounting Today ranks the top 150 CPA financial planners by their assets under management
• Ranking Information

• Based on 2021 Total Assets Rank
• Ranking Information

• Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent--not subsidiaries or divisions of other companies--as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000.
• Award Information

• Atlanta Business Chronicle has named SignatureFD, LLC one of Atlanta’s 25 Largest Financial Planning and Advisory Firms, based on total assets under management.
• Award Information

• A panel of independent judges made up of top names in the industry and led by WealthManagement.com Editor-in-Chief David Armstrong determined the 2021 Wealthmanagement.com Industry Award winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery. Because financial services leaders across the industry faced unprecedented challenges this past year, additional executive awards were established to recognize the outstanding leadership being provided by a growing number of C-suite executives in support of their employees, customers and communities.
• Award Information

• Each year, InvestmentNews recognizes standout employers in the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds, invest in creating a work atmosphere and culture that attracts the best employees. The annual list of top firms is compiled by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data.
• Award Information

• To be eligible for a 2021 Inc. Best Workplaces award, your company must submit an application, complete the Quantum Workplace employee survey, and meet each of the following qualifications:
  • Be independent (not a subsidiary or division of another company)
  • Be based in the United States
  • Have at least 10 permanent employees
  • Have been in business at least 2 years
  • Have total annual revenue less than $1 billion
  • There are a few limited exceptions to the qualifications. Please email our team with any questions: bestworkplaces@inc.com.
• Award Information

• Methodology
• This seventh edition of the FT 300 assesses registered investment advisers based on desirable traits for investors. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations.
• To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).
• The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.
• The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:
  • AUM signals experience managing money and client trust.
  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on three-year growth rates.
  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
  • Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.
  • Industry certifications (CFA, CFP, etc) shows the company’s staff has industry knowledge and a professional commitment to investment skills.
  • Online accessibility shows a desire to provide easy access and transparent contact information.
• Among the top factors in our scoring, AUM accounted for an average of 72 per cent of each adviser’s score. Their growth rate accounted for an average of 15 per cent. The FT places a cap on the number of advisers from any one state, corresponding to the distribution of millionaires across the US.
• The research was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. Loren Fox
• Award Information