Kentwood, MI (July 14, 2023) — Regal Investment Advisors has been named in Financial Advisor magazine’s 2023 RIA Ranking. The report is an annual survey that ranks registered investment advisors (RIAs) based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth.
FA‘s RIA Ranking is an independent listing produced by Financial Advisor magazine. It is based on data gathered by Financial Advisor from RIA firms. Neither the RIA firms nor their employees pay a fee to Financial Advisor to be included in the listing.
The annual survey is performed by Financial Advisor magazine as a means of measuring growth among independent advisors across the country. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business.
Data is provided by each firm, primarily from numbers and information published on regulatory forms, including the amount of assets under management. Each advisor is then ranked alongside their participating peers. The award is given in recognition of the 2022 calendar year.
The full listing is available for viewing here.
About Regal Investment Advisors:
Regal Investment Advisors is a privately owned Registered Investment Advisor. We have decided to focus on the advisor by creating a world-class platform of like-minded individuals. Regal has created an environment that is open with the exchanging of ideas, technology and resources to bring solutions to our clients. It is this type of forward- thinking that allows Regal Investment Advisors to stay ahead of the curve in the ever-changing financial industry.
