September 6, 2016 – Truepoint Wealth Counsel has once again been named to Barron’s Top 100 Independent Advisors. The list recognizes top independent registered investment advisor (RIA) firms from across the U.S., and is considered one of the most prestigious rankings in the industry.
This year’s list marks the sixth time Truepoint has been named to the Barron’s Top 100. Founded in 1990 by Michael J. Chasnoff, CFP®, as one of the area’s first fee-only wealth management firms, Truepoint has remained 100% employee-owned since its inception. This year, Truepoint expanded its service offerings with the acquisition of RhineVest Advisors, LLC, enabling the firm to serve clients with varying portfolio sizes.
“It is an honor to be recognized as one of the top independent advisors in the country,” said Chasnoff. “Our integrated services approach, which features teams of specialists collaborating to deliver comprehensive wealth management based on unique client needs, has been critical to our success. That’s true in terms of winning industry recognition and, more importantly, achieving extraordinarily high client and employee satisfaction.”
In identifying America’s top independent advisors, Barrons’s evaluates the volume of assets overseen by each firm, revenues generated, and the quality of the advisors’ practices. A complete Barron’s Top 100 list can be found at http://www.barrons.com/report/top-financial-advisors/independent/2016.
About Truepoint Wealth Counsel
Truepoint Wealth Counsel offers wealth management and financial advisory services that deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service. Delivered by integrated teams of specialists, our services include financial planning, investment management, tax management, risk management and estate planning. We are proud of our legacy of independence, our investing track record and – most importantly – our exceptionally high client satisfaction ratings. As of June 30, 2016, the firm has $2.2 billion under management. Learn more at TruepointWealth.com.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come.
Barron’s Top 100 Independent Financial Advisors ranking is determined by a rigorous assessment process, with firms from all 50 states and the District of Columbia undergoing examination. The volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of advisors’ practices – including investment philosophy, business practices, and contributions to the community – are all evaluated. Investment returns are not a component of the rankings, as returns are largely dictated by the risk tolerance and goals of clients.