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Investment advisory and wealth management firm earns national recognition
Chicago, IL (15 February 2023) - Kovitz Investment Group Partners, LLC (“Kovitz”), an independently managed investment advisory and wealth management firm based in Chicago, is pleased to announce it has been named to “The RIA Edge 100: Growing Above and Beyond” List.
Wealth Management IQ and Discovery Data have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client. In 2022, Kovitz made more than 16 hires to bolster its wealth management and asset management services to clients nationwide.
We are honored to be recognized by the RIA Edge and WealthManagement.com teams. This accolade is further proof that Kovitz continues to put clients first while strongly investing in our business.
This recognition is the latest industry award and accolade for the firm. Recently, Barron’s named Kovitz as a Top 100 RIA firm and Financial Advisor magazine placed Kovitz on its list of top 100 RIA firms in the country.
Kovitz is an independently-managed registered investment adviser providing advisory services since 2003. Based in Chicago, IL, with offices in Madison, WI, and Orange County, CA, Kovitz connects high-net-worth individuals, institutions, and financial professionals to sound asset management and financial advisory strategies. The firm manages and advises on more than $6.7 billion in client assets as of December 31, 2022.
The list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022.
The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives paid a fee in exchange for this ranking.
Kovitz was named as part of the RIA Edge 100 on 2/8/2023. The rating was based on background of the firm from 12/31/2020 through 12/21/2021.