NEW YORK, August 1, 2023 (Newswire.com)
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Magnus Financial Group LLC, a registered investment advisory (RIA) firm, has gained further recognition within the financial services industry after earning a place on Financial Advisor Magazine’s 2023 RIA Survey and Ranking for the sixth consecutive year.
In this ranking, there were over 500 RIAs listed, and Magnus was one of the approximately 300 firms ranked with over $1 billion of assets under management. The firms provided company data pursuant to submission guidelines as of Dec. 31, 2022.
Michael Schwartz, CFP®, AEP®, CEO of Magnus Financial Group, said in a statement, “We are honored to be recognized by Financial Advisor Magazine and be listed in its ranking of RIAs.” Adding, “Being highlighted among many fine firms is appreciated and motivates our team to continue to provide high-level service to our clients.”
To be eligible for Financial Advisor Magazine’s national ranking of RIAs, firms must be registered investment advisors, provide financial planning and related services to individual clients and have at least $500 million in assets under management. The ranking can be found on its website, www.fa-mag.com.
The full listing is available for viewing at: FA Magazine Ranking 2023
About Magnus Financial Group:
Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments, including investment and insurance operations, research and trading, compliance and marketing.
For more information on Magnus Financial Group and our services, please visit our website at
http://www.magnusfinancial.com.
Contact Information:
Rachita Sharma
CMO, Blue Ocean Global Tech
(917) 720-3036
Thomas Barber
CMO
(646) 813-7007
Original Source:
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
