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USA TODAY - Best Financial Advisory Firms 2023

May 15, 2023

Schechter is thrilled to be recognized by USA Today as one of Best Financial Advisory Firms  in the country. This can be viewed on the USA Today website.

USA Today and Statista selected Best Financial Advisory Firms 2023 based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed both short and long term based on publicly available data. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score. 

Disclosure: This rating was given on 4/28/2023 by USA Today. The period on which this rating was based is from January 2022 to January 2023. No fees were paid to USA Today or Statista to obtain this ranking.