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:
- An overview of our wealth management services
- Our investment methodology
- What to expect from your free portfolio review
The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.