High RIA companies by Monetary Advisor Journal

Americas top RIAs award Graphic

Blankinship & Foster is happy to announce that it has been named one among America’s High RIAs in Monetary Advisor Journal’s 2022 RIA survey.

Monetary Advisor Journal’s RIA survey is a rating based mostly on property beneath administration at 12 months finish of unbiased RIA companies that file their very own ADV with the SEC. The rating orders companies from largest to smallest, based mostly on info reported to Monetary Advisor Journal by companies that voluntarily full and submit FA’s survey. Learn extra at: https://www.fa-mag.com/c2485.

About Blankinship & Foster, LLC

Blankinship & Foster is an unbiased, nationally acknowledged fee-only wealth advisory agency in Solana Seaside, California, whose steering extends past investments. Blankinship & Foster focuses on working with physicians, retirees, and ladies in transition. Their distinctive wealth administration course of helps purchasers arrange and make clear their private funds to attain peace of thoughts. Purchasers have benefited from this goal forthright recommendation for over 35 years. 

About Monetary Advisor Journal

Monetary Advisor Journal (“FA”) delivers important market info and techniques that advisors want to achieve their more and more complicated surroundings. FA focuses on refined planning and funding methods to assist advisors higher serve their prosperous purchasers, in addition to observe administration concepts to assist advisors construct their companies. FA goes in-depth to problem conventional planning knowledge by introducing readers to new approaches to assist them higher counsel purchasers.

Essential Disclosures:

In regards to the “High RIAs” rating: FA’s RIA survey is a rating based mostly on property beneath administration at 12 months finish of unbiased RIA companies that file their very own ADV with the SEC. FA’s RIA rating orders companies from largest to smallest, based mostly on AUM reported on the advisors and verified by evaluation of advisor’s ADV kinds. To be eligible for the rating, companies have to be unbiased registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated companies to particular person purchasers. Corporations will need to have no less than $500 million in property beneath administration as of December 31, 2021, to be included within the print version of Monetary Advisor journal’s 2022 RIA survey. The celebrities within the recognition emblem don’t signify any kind of rating or ranking so it shouldn’t be assumed Blankinship & Foster obtained any star ranking. Monetary Advisor’s rating comes for gratis to Blankinship & Foster; nevertheless, the agency did pay a licensing charge to be used of FA’s digital badge. For extra concerning the rating methodology, please go to this hyperlink: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Third-party rankings and recognition from ranking companies or publications are not any assure of future funding success. Working with a extremely rated advisor doesn’t be certain that a consumer or potential consumer will expertise a better stage of efficiency or outcomes. These rankings shouldn’t be construed as an endorsement of the advisor or by any consumer nor are they consultant of anybody consumer’s analysis. Typically, rankings, rankings, and recognition are based mostly on info ready and submitted by the advisor. 

Further Disclosures:

Sure info was obtained from third celebration sources believed to be dependable, however it isn’t assured. Blankinship & Foster will not be chargeable for the results of any selections or actions taken because of info offered on this presentation and doesn’t warrant or assure the accuracy or completeness of the data requested or displayed. The opinions referenced herein are as of the date of publication and are topic to vary with out discover. We’re offering the content material for informational functions solely and it shouldn’t be thought-about funding recommendation or a advice to purchase or promote any securities. There’s a threat of loss from an funding in securities, together with the danger of lack of principal. Various kinds of investments contain various levels of threat, and there could be no assurance that any particular funding shall be worthwhile or appropriate for a selected investor’s monetary scenario or threat tolerance.

Third-party rankings and recognition from rankings companies, or publications, are based mostly on particular standards and don’t present a assure that the agency’s funding advisory companies shall be useful to any investor or {that a} consumer will expertise a excessive stage of efficiency or constructive returns on their investments. Rankings and rankings shouldn’t be construed as an endorsement of the adviser by any consumer and shouldn’t be thought-about consultant of anybody consumer’s analysis.