We’re excited to announce that Advance Capital Management has been named to Barron’s 2024 Top 100 RIA Firms list!
This national recognition isn’t just a badge of honor, it’s a reflection of the support our clients place in us and the dedication our team brings every day.
We believe being ranked among the top independent registered investment advisors (RIAs) is a true testament to our collective commitment.
Why This Matters to You—Our Clients
What makes this year’s recognition even more special? You. Behind every achievement, every successful outcome and every strategy lies a singular focus: your financial well-being. We don’t measure success by awards alone, but by the long-term impact we have on your lives. This award serves as a reminder that when we put clients first, everything else falls into place.
Being named to Barron’s list requires more than strong financial metrics. Barron’s considers not just assets under management and performance, but also a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work, and compliance records. There are no fees or other considerations required for nomination.
Here’s where we stand:
- Client-first culture: As a fiduciary, your interests are always our top priority.
- Comprehensive strategies: From taxes and investing to college and retirement, we help you in all stages of your financial life – all for one competitive advisory fee. Consider us your one-stop shop for financial peace of mind.
- Independent: Our size and structure allow us to provide personalized service and diverse investment access to every client. As an employee-owned company, you can be certain we’re committed to your success.
It’s More Than an Award – It’s a Partnership
While we’re proud to be among Barron’s Top 100 RIA Firms, what fuels us is the trust you place in us to help you navigate the complexities of wealth management. Our approach is about more than balancing portfolios; it’s about building lasting relationships that help you work toward turning dreams into realities.
And we’ve been doing this for nearly four decades. Advance Capital Management started humbly in 1986 with just one small office. Since then, we’ve grown to eight locations across four states, managing over $4 billion in assets and serving more than 7,000 client households. This growth reflects the long-term success of our clients, and we’re grateful for the opportunity to continue this journey with you.
Let’s Grow Together
Are you ready to take your financial journey further? Whether you’re just starting or you’re looking to fine-tune your financial plan, let’s work together to design a strategy that aligns with your values and your vision.
We invite you to connect with our team and see firsthand how we can help you pursue your financial goals.
Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Barron’s 2024 Top 100 RIA ranking awarded 9/18/24, for period 9/18/23-9/18/24. No compensation was given for this award.
Advance Capital Management is a fee-only RIA serving clients across the country. The Advance Capital Team includes financial advisers, investment managers, client service professionals and more — all dedicated to helping people pursue their financial goals.
Source: Advance Capital Management – Barron’s Top 100 RIA Firms 2024
