PMFA named a 2022 top RIA firm by Financial Advisor Magazine

“We’re thrilled to be a top RIA firm for another year,” said John Lesser, president of PMFA. “This recognition is the result of a hardworking team that has a commitment to quality and a commitment to serving our clients. I couldn’t be prouder of our PMFA team and all of the great work that they’re doing.”
Financial Advisor Magazine’s 2022 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Financial Advisor Magazine is a significant publication targeted to financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms. The report is a prominent industry ranking of independent RIA growth. Firm size doesn’t imply a certain level of skill.
To learn more and view the complete list of top RIA firms, visit Financial Advisor Magazine below.