Bernhardt Wealth Management Named Top RIA Again
McLean, Va. (August 3, 2011) – Bernhardt Wealth Management, a Virginia-based financial advisory firm, has been named to Financial Advisor magazine’s list of Top Registered Investment Advisors (RIAs). The 2011 rankings appeared in the July 2011 issue. This national survey ranks RIAs by total assets under management.
“Bernhardt Wealth Management is proud to be named among such a prominent list of well-respected firms,” said Gordon J. Bernhardt, the company’s president and founder. “We believe it is our commitment to building long-term relationships based on ethics, service and trust that has allowed us to continue helping a growing number of people make better decisions about their money and their lives.”
In an accompanying article, Financial Advisor magazine points out that investors and investment advisors are starting to bounce back from the economic fallout of the past few years. In 2010, RIA’s average assets under management rose 19.80%, their total number of clients increased 12.01%, and the median assets per client increased by 6.13%.*
Financial Advisor magazine’s annual RIA ranking is based on the percentage of growth in assets under management from the previous year. The complete 2011 Top RIAs list can be found at fa-mag.com/docs/FA_July2011_RIAsurvey_OnlineRanking.pdf.
Al Martin
Impact Communications
913 649-5009
almartin@impactcommunications.org
About Bernhardt Wealth Management
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families and business-owners throughout the Washington, DC area. The Bernhardt team is focused on providing high-quality service and independent financial advice to help clients make informed decisions about their money. For more information, visit bernhardtwealth.com or gordon-bernhardt.blogspot.com.
*source: Financial Advisor Magazine, July 2011
Disclosure Statement: Past results are not indicative of future results. Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Tags: