AdvisorHub released its second annual "100 Advisors to Watch - RIAs - 2023" list this week, and Sonoma Wealth landed at No. 69 out of the 100 registered investment advisors named nationwide.
Key Takeaways:
- The ranking places Fermata Advisors, our SEC registered entity, alongside some of the fastest-growing independent practices in the country.
- AdvisorHub scores every advisor on three criteria: scope of practice (assets, production, and level of service), growth of practice (year-over-year growth in assets, households, and production), and professionalism (regulatory record, community service, and team diversity).
- Daren's growth score of 93.11 outpaced his scale score of 87.21, reflecting the pace at which Fermata Advisors has been adding new households and assets over the past two years.
- Being recognized alongside RIAs from across the country is a meaningful nod to the work our whole team puts into serving clients here in Sonoma and Santa Rosa, and it's a reminder that steady, disciplined growth gets noticed.
Learn more about Daren's background and see the full "100 Advisors to Watch - RIAs - 2023" list on AdvisorHub here
The above-mentioned recognition was given in June 2023 based on the time period of 2021-2022. It was provided by AdvisorHub.com. Fermata Advisors, LLC., d/b/a Sonoma Wealth Advisors has reasonable belief that the survey used to determine the award was fair and balanced. The ranking is not a guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results.