Financial Advisor magazine has published its 15th annual ranking of fastest growing independent advisory firms in their August 2021 issue.

“Last year’s public health crisis also prompted clients to rethink their lives, careers and financial futures and ask themselves what really matters. As these priorities clashed, the complexities often led affluent Americans to seek out advisors. The upshot was a boom in business for well-positioned RIAs.” – Financial Advisor Magazine

“I am very proud of our Apriem Team and thankful for our clients for their trust and confidence,” said Rhonda Ducote, president and principal of Apriem Advisors. “We are almost at our $1 Billion AUM mark and we attribute our growth from our existing clients referrals, deposits, and new multi-generational relationships. In 2020 alone, 85% of new clients were referrals from existing clients, family and friends. Year-to-date, 95% of new clients are referrals from existing clients, family and friends.”

Awards Disclosure: To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Please note that this survey does not apply to hybrid RIAs and corporate RIAs. Apriem Advisors and staff did not pay a fee to be included in the list of nominees. The ranking was given on August 5, 2021 and based on data as of December 31, 2020.