Agili Named one of America’s Top RIAs by Financial Advisor Magazine
To be eligible for Financial Advisor’s ranking, firms had to be registered investment advisors and provide financial planning and related services to individual clients. Only firms with at least $500 million in assets under management were included in this national ranking.
Responses were based on data from January 1, 2022 through December 31, 2022.
On July 24, 2023, Financial Advisor released their list of America’s Top RIAs for 2023. The ranking is based on information from January 1, 2022 to December 31, 2022. Agili did not pay to participate in this ranking. Agili’s inclusion on this list makes no indication of Agili’s future investment performance.