Financial Planning Ranks Hamilton Capital Among Nation's Largest RIA Firms
Hamilton Capital Management has been ranked among the nation’s largest independent, fee-only financial advisers by Financial Planning magazine.
According to the magazine’s RIA Leaders ranking, Hamilton Capital ranks 10th in the country among Registered Investment Adviser (RIA) firms in number of advisors, 19th in total client accounts and 80th in assets under management.
The Financial Planning rankings were compiled by Discovery Data and are based on discretionary and nondiscretionary assets under management listed on the ranked firms’ SEC Form ADVs as of November 2016.
Only firms with more than 50 percent individual clients are included in the list. It excludes firms with conflicts of interest, such as broker-dealer and insurance company affiliations, as well as those with substantial outside ownership by private equity firms and other investors. The list also does not include roll-ups, aggregators or turnkey asset management programs.
“Our firm has had the good fortune to be recognized nationally for our size, our growth and our team,” said Hamilton Capital Chairman & CEO Matt Hamilton. “But it’s our clients whose recognition means the most to us. Their ongoing trust is what’s made national rankings like these possible.”