Innovest Ranked #17 of Top 100 Wealth Managers
Innovest Portfolio Solutions, LLC has been ranked among the 2011 Top Wealth Managers by AdvisorOne. Innovest was ranked #17 of 100 firms identified by the publication based on several data points, including total assets under management as of 12/31/2010.
This is the 11th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, AdvisorOne solicited RIA firms who self-identified as wealth managers to provide details on their firms. AdvisorOne solicited fee-only wealth managers and RIAs who are registered with the SEC (as of 12/31/2010), to gather data for the rankings. AdvisorOne and its partners at Fusion Advisor Network then determined the ranking.
Click here for the full story.