Michael Joyce Named One of InvestmentNews’ Top Financial Advisors in the USA
Agili is delighted to announce that InvestmentNews has named Michael Joyce, CFA, CFP® one of The Top Financial Advisors in the USA. In fact, Michael was ranked #22 on InvestmentNews’ list.
In its announcement on January 29, 2024, InvestmentNews said, “In a divergent financial landscape, the Top Advisors of 2024 have emerged as dynamic performers, providing clients with trusted advice, innovative investment options, and value-added services.”
They emphasized that the winners were committed to transparency, communication, education, and personalization.
Methodology for Choosing The Top Financial Advisors in the USA
InvestmentNews solicited nominations from advisors, industry professionals, and clients — and only those who were nominated were eligible for the list.
The publication’s methodology is described more below:
“The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list.”
Congratulations Michael!
On January 29, 2024, InvestmentNews released their list of The Top Financial Advisors in the USA. The ranking is based on information from September 1, 2022, through September 1, 2023. Agili did not pay to participate in this ranking. Agili’s inclusion in this list is no indication of future investment performance.