The Financial Times announced today that Venturi Wealth Management has been named to the 2017 Top 300 Registered Investment Advisers (RIA), a prestigious list which recognizes the top independent RIA firms in the U.S.
The Financial Times, a renowned international daily newspaper, bases this esteemed recognition on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records.
Venturi has experienced rapid growth and built an exceptional team since opening two years ago. We are honored to be included in the FT-300, as the “average” firm on the 2017 list has been in business for 24 years and manages over $2.7 billion.
“This is an amazing milestone to reach so early in our history. It is a reflection of the hard work of our entire team. I am proud of the culture we have created and look forward to continuing to grow this company for our clients. We are grateful to our clients, as well, who allow us to continue serving them and their families.” – Russ Norwood, Founding Partner