Recognition

Awards & Recognition  

At ARS, happy clients are our first and only priority. Of course, recognition from industry peers and business leaders doesn’t hurt. And we have to admit, the shiny plaques look nice on our walls...

2017

ARS Wealth Advisors was honored to be recognized as one of the Top 300 Registered Investment Advisors by The Financial Times for the third consecutive year. The 2017 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

2016

For the second year in a row, ARS Wealth Advisors had the honor of being recognized as a Top 300 Registered Investment Advisor firm by The Financial Times. Firms are evaluated in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

2015

ARS Wealth Advisors was esteemed to be recognized by CNBC as one of the top fee-only wealth managers. Out of 1000's of firms nationwide, ARS ranked #32 on the 2015 top 100 advisors list. The CNBC Digital editorial team, along with Meridian-IQ, created the following ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores for each measure listed below were weighted according to a proprietary formula to arrive at a final total rank: Assets under management, Having staff with professional designations, such as a CFP or CFA, Working with third-party professionals, such as attorneys or CPAs, Average account size, Growth of assets, Years in business, Number of advisory clients, Providing advice on insurance solutions. The final step to create the Top 100 Fee-Only Wealth Management Firms list for CNBC.com was to apply the AdviceIQ Regulatory Compliance Review process to the master list and eliminate any firm that failed the RCR process. The RCR process is a due-diligence process whereby each advisory firm was compared with the RCR database of all regulatory actions from all four primary regulators: SEC, FINRA, state regulators and state insurance commissioners. In order to pass the RCR process, an advisory firm cannot have any complaints, actions or disclosures from any of the above regulators.

ARS Wealth Advisors was honored to be included in the Top 300 Registered Investment Advisors list published by The Financial Times. The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

For the fourth consecutive year, ARS Wealth Advisors has been ranked among the top 500 RIA firms in the nation by Financial Advisor magazine. The industry-leading publication analyzes firms by total assets under management.

ARS Wealth Advisors was also honored to be recognized by FA magazine as one of the Top 50 Fastest Growing Registered Investment Advisory Firms.

2014

For the third consecutive year, ARS has been ranked among the top 500 RIA firms in the nation by Financial Advisor magazine. The industry-leading publication analyzes firms by total assets under management.

2013

ARS Wealth Advisors was once again ranked one of the top Registered Investment Advisory firms for 2013 by Financial Advisor magazine. More than 500 firms participated in the publication’s 2013 RIA Survey, which ranks the nation’s top RIA firms by total assets under management.

ARS Wealth Advisors was once again ranked as one of the Top 25 investment services firms in the Tampa Bay area by the Tampa Bay Business Journal. Ranked by total Assets Under Management (AUM), and competing with some of the biggest names in the industry, ARS made the list for the second consecutive year.

2012

ARS Wealth Advisors was once again ranked one of the top Registered Investment Advisory firms for 2012. There were 514 firms who participated in Financial Advisor magazine's 2012 RIA Survey, which ranks the nation’s top RIA firms by total assets under management.

ARS Wealth Advisors was included in the Tampa Bay Business Journal's list of Top 25 Investment Services Firms. Ranked by total assets under management, the annual list highlights the top 25 investment services firms in the Tampa Bay area – a market that includes some of the biggest national names in the industry, as well as a number of local firms.

2011

ARS Wealth Advisors was honored with a recognition by AdvisorOne.com in its selection of 2011 Top Wealth Managers. This was the fourth time in five years that ARS earned the award. "The firms that participate in the annual Top Wealth Managers survey are the lion's share of the largest, most established registered investment advisors in America," according to editor-in-chief Kathleen McBride. "These are the firms our survey partner, Fusion Advisor Network President Philip Palaveev, describes as the ones every RIA wants to be when they grow up."  

2010

ARS was named on of WealthManagerWeb.com's(now know as AdvisorOne)Top Wealth Managers in 2010 for the third time in 4 years. To be eligible for the Top Wealth Manager Ranking, the firm must be an SEC registered investment advisor with its own IARD number; have minimum assets under advisement of $50 million, have individuals or high-net-worth individuals (as defined by the SEC) as more than half of its client base; and offer financial planning services. The rankings were posted on www.wealthmanagerweb.com in July 2010. ARS was one of 500 firms in the United States chosen for this honor. "The firms that participate in the annual Top Wealth Managers survey are the lion's share of the largest, most established registered investment advisors (RIAs), in America," according to WealthManagerWeb.com's Editor-in-Chief Kathleen McBride. "These are the firms our survey partner, Fusion Advisor Network President Philip Palaveev, describes as the ones every RIA wants to be when they grow up."

ARS was ranked one of the top RIA firms of the 456 firms participating in Financial Advisor magazine's 2010 RIA Survey. Financial Advisor magazine ranks the nation’s top RIA firms by total assets under management. To be eligible for inclusion on the list, firms must be SEC Registered Investment Advisors, have at least $75 million under management and provide clients with financial review and related services.

2008

ARS was named one of Wealth Manager's "Top Wealth Managers" in 2008, an award that recognizes the top advisory firms around the country. To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial planning services. Wealth Manager ranks organizations that meet these criteria by the size of their average client relationships, not by total assets, in order to highlight the firms with the wealthiest clientele. ARS Investments was one of 500 firms in the United States chosen for this honor.  

2007

ARS Wealth Advisors was named one of Wealth Manager magazine's "Top Dog" wealth managers in 2007, an award that recognizes the top advisory firms around the country. To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial planning services. Wealth Manager ranks organizations that meet these criteria by the size of their average client relationships, not by total assets, in order to highlight the firms with the wealthiest clientele.

2004

ARS was recognized in Bloomberg Wealth Manager Magazine’s 2004 ranking of America's Top 500 Wealth Managers. The coveted rankings are based on an annual survey. The magazine is published by Bloomberg, L.P., and Wealth Manager is one of the premier professional information resources for independent financial planners and investment advisers serving high-net-worth clients.

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