Advisor Hub recently published their ranking of the top 50 advisors with <$1bn under management, and we were thrilled to see our President, Blair Thompson, included in the ranking at number #8.
Their ranking criteria is created considering the following categories:
1) Scope of practice measured by assets, production and level of service;
2) Growth of practice consisting of year over year growth in assets, households and production; and lastly,
3) Professionalism which includes regulatory record, community service and team diversity.
You can read more here.