Innovest Recognition

Innovest is pleased to be honored by two financial publications:

  • Financial Advisor Magazine 2010 Top RIA Ranking No. 16 in the Nation
  • Wealth Manager Magazine 10th Annual Top Wealth Managers Ranking No. 21 in the Nation

More Refined in 2009

Innovest Portfolio Solutions, LLC Receives No. 16 Ranking in the Nation based on Assets Under Management.

Click here to view the online rankings. 

July 2010—No doubt about it, RIA assets surged last year after the equity markets bounced back from their profound March 2009 nadir. The 456 advisories participating in Financial Advisor magazine’s 2010 RIA survey saw their total assets balloon 23.3% in 2009, to $307.3 billion from $249.2 billion the year before, a growth trend that almost mirrored exactly the S&P 500’s surge for the year. And 210 of the firms in the survey saw assets grow even more than that: 50 of the firms reported 50% growth or more and 13 firms reported 100% asset growth or more.  

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10th Annual Top Wealth Managers

Innovest Portfolio Solutions, LLC Receives No. 21 Ranking in the Nation based on Assets Under Management. Innovest was the only Colorado firm nominated.

Click here to view the online rankings.

July 9, 2010Wealth Manager is proud to present the 10th annual Top Wealth Managers survey results, rankings and analysis. The firms that participate in the Top Wealth Managers survey are the lion’s share of the largest, most established registered investment advisors (RIAs), in America—the ones that our survey partner, Fusion Advisor Network President Philip Palaveev, says are “the ones every RIA wants to be when they grow up.” 

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