We’re pleased to announce that Personal Capital was ranked #3 on RIA Channel’s list of the Top 100 Wealth Managers in 2019, as featured on Forbes.com. The ranking is based on size and growth in assets under management. To learn more about the Top 100 Wealth Managers ranking, and see the other firms on the list, click here. We’re honored to be included as one of their top 3 wealth managers in the country.
“2019 concluded with some significant milestones. We are grateful to our trusting clients and proud to report we just eclipsed $12B in Assets Under Management. Based on our asset growth and size, the RIA Channel has also recognized us the #3 ranked among the Top 100 Wealth Managers.” -Jay Shah, Personal Capital CEO
We wanted to take this opportunity to thank our Personal Capital wealth management clients – we’re in this business to bring you the best possible service, and we wouldn’t be here without you.
For our Daily Capital blog readers who want to learn more about the wealth management services we provide, here are some helpful resources:
