FAS Wealth Partners

FAS Wealth Partners – FA Magazine 2024 Press Release

FAS Wealth Partners Honored as One of America’s Top RIAs by Financial Advisor Magazine for 2024

We are excited to announce that FAS Wealth Partners has been recognized once again as one of America’s Top RIAs in Financial Advisor Magazine’s 2024 ranking.

“Our inclusion among the nation’s top RIAs is a clear testament to the remarkable teamwork and commitment within our firm. Exceptional service for exceptional clients is the foundation of our success, and we are proud to see our organic growth acknowledged,” said Jake Barnes, Managing Partner.

Out of a select group of 431 firms across the nation, FAS Wealth Partners has impressively risen to the rank of #163, up from #201 in 2023. This milestone reflects firm assets reaching a notable $2.6 billion by the end of 2023, marking a 25% year-over-year asset growth.

“In an industry driven by rapid expansion, our boutique firm stays dedicated to upholding exceptional client service,” said Tom Meier, Managing Partner. “Even with our thoughtful and measured approach, our assets have increased at an impressive rate, demonstrating the importance of prioritizing client experience for sustained success.”

The full listing is available for viewing here.

About FAS Wealth Partners, Inc.
As an employee-owned boutique wealth-management firm, FAS Wealth Partners specializes in financial planning and tailored investment solutions within a personalized, concierge experience. From our more than 40 years of experience serving high-net-worth individuals across the U.S., our advisors and CERTIFIED FINANCIAL PLANNER™ practitioners provide objective, independent recommendations. With more than $2.6 Billion in assets under management (as of 12/31/2023), we pride ourselves on providing partnerships, not products. At FAS we are invested in you, with you. Learn more at FASWealthPartners.com

About Financial Advisor Magazine – RIA Survey
FA’s RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC at 2023-year end. There is no application fee to participate. For more information, visit the FA website at www.fa-mag.com.

Disclosures:
FAS is an SEC registered investment adviser with its principal place of business in the state of Kansas. or additional information about FAS including fees and services, please contact FAS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).  Portfolio performance is not a criterion due to varying client objectives and lack of audited data. There is no fee in exchange for rankings. Source: fa-mag.com, awarded year-end 2023.  This recognition should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results should they choose FAS Wealth Partners to provide investment advisory services, nor should it be construed as a current or past endorsement of FAS. FAS has not made any payment for or in anticipation of this recognition. FA’s RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC at 2023-year end. There is no application fee to participate. For more information, visit the FA website at www.fa-mag.com. We encourage you to contact Financial Advisor Magazine if you would like additional information regarding their process or methodology.

Share the Post:

Related Posts

Q2 2024 Webinar Review

We hope everyone is enjoying their summer. As markets continued their rally through the second quarter of the year and inflation began to show signs of moderating, our Q2 2024 webinar

Read More

Q1 2024 Webinar Review

Despite recent market volatility, the markets are off to a positive start for the year, with the S&P 500 providing its best 1st quarter return since 2019.  In our 2024

Read More