Schechter Investment Advisors Ranks Among Largest & Fastest Growing RIAs in U.S.

Bernie Kent, JD, CPA, PFS | July 19, 2017

 

A July 2017 ranking from Financial Advisor has placed Schechter Investment Advisors in the top 2.1% of Registered Investment Advisors (RIAs) in the U.S.

The ranking, which focuses primarily on 2016 year-end assets, lists Schechter as 254th out of approximately 12,000 potential RIAs nationally and seventh in Michigan.

Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment Advisors, said, “We are thrilled with the additional clients that came aboard last year. We experienced nearly 18% growth from 2015 to 2016, and we are continuing to see strong growth this year.”

To view Financial Advisor’s full ranking, click here.

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

To learn more about Schechter Wealth, call (248) 731-9500 or visit schechterwealth.com.

Written by:

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

Bernie Kent is Chairman and Senior Advisor at Schechter Investment Advisors in Birmingham, Michigan. Previously, Bernie was the Midwest Regional Partner in charge of Personal Financial Services for PricewaterhouseCoopers LLP, where he advised more than 25 CEOs of New York Stock Exchange listed companies as well as 25 families with more than $100,000,000 of net…