Pure Financial Advisors is honored to be ranked in Financial Planning’s top Registered Investment Advisors (RIA) Leaders in 2024. Pure Financial placed #43 out of 150 firms included in the ranking. According to this year’s RIA Leaders rankings, the 150 largest fee-only financial planning firms collectively oversee $894.8 billion across more than 815,000 client accounts.
Methodology: The ranking was based on six criteria derived from the firms’ SEC Form ADV filings as of September 2024:
- Firms must have zero registered representatives of a broker-dealer.
- At least 50% of the firm’s clients must be individuals or high net worth individuals.
- Firms must not list commissions as a compensation arrangement.
- Firms must have more than zero financial planning clients.
- Firms must not list commission-taking businesses in “other business activities.”
- Firms cannot be affiliated under common ownership with commission-taking businesses.
Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. No compensation was paid for inclusion on this list. Pure Financial ranked number 43 out of 150.
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