A July 2018 ranking from Financial Advisor has placed Schechter Investment Advisors in the top 2.6% of Registered Investment Advisors (RIAs) in the U.S.
The ranking, which focuses on 2017 year-end assets, lists Schechter as 313th out of approximately 12,200 RIAs nationally and ninth 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 14% growth from 2016 to 2017, and we are continuing to see strong growth this year.”
To view Financial Advisor’s full ranking, click here.
Schechter is a boutique, third generation wealth advisory and financial services firm. For over 79 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. Our multi-disciplined team consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants.
To learn more about Schechter, call (248) 731-9500 or visit schechterwealth.com.