We are thrilled to announce that SmartAsset has selected Main Street Research as the #9 fastest-growing financial advisor firm across the United States!
In its most recent study, SmartAsset compared "a total of 728 RIAs across four metrics: one- and three-year percentage change in number of client accounts and one- and three-year percentage change in assets under management (AUM)." We are honored to have been ranked in the top 10 as highlighted by SmartAsset: "at the end of 2019, the firm held only $1.0 billion in assets for about 600 client [accounts...] over a three-year period, AUM grew by almost 96% and the number of clients increased by close to 289%." Main Street Research manages almost 2 billion in assets across roughly 2,300 client accounts as of today.
To read the full report and learn more about SmartAsset's study, please click here.
Disclosure: Main Street Research (MSR) is independent of and unaffiliated with SmartAsset, which gave MSR #9 of the Top 50 Fastest-Growing Financial Advisor Firms in the USA designation. The designation noted was given based on the following four metrics: one- and three-year change in the number of client accounts and one- and three-year change in assets under management, obtained from the SEC website. MSR did not pay a fee to be included on the SmartAsset site. MSR's receipt of such designation should not be considered a guarantee of future performance or results.